Avitas Wealth Management’s Fiserv Inc FISV Stock Holding History

Avitas Wealth Management’s Portfolio FISV Stock Details FISV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$420K	Sell
2024 Q3	$377K	Sell
2024 Q2	$337K	Sell
2024 Q1	$382K	Sell
2023 Q4	$321K	Sell
2023 Q3	$274K	Buy
2019 Q1	–	Sell
2018 Q4	$3.5M	Buy
2018 Q3	$3.92M	Buy
2018 Q2	$3.4M	Buy