Beacon Bridge Wealth Partners’s Fiserv, Inc. Common Stock FISV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1M Buy
2025
Q2
$1.34M Sell
2025
Q1
$1.71M Buy
2024
Q4
$1.59M Hold
2024
Q3
$1.39M Hold
2024
Q2
$1.16M Sell
2024
Q1
$1.3M Hold
2023
Q4
$1.08M Hold
2023
Q3
$919K Sell
2023
Q2
$1.08M Hold
2023
Q1
$965K Hold
2022
Q4
$863K Buy