Beacon Financial Advisory’s Fiserv Inc FISV Stock Holding History

Beacon Financial Advisory’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
2026 Q1	–	Sell
2025 Q4	$224K	Buy
2025 Q3	$362K	Buy
2025 Q2	$475K	Sell
2025 Q1	$729K	Buy
2024 Q4	$666K	Buy
2024 Q3	$578K	Buy
2024 Q2	$475K	Buy