Beaumont Financial Advisors’s Fiserv Inc FISV Stock Holding History

Beaumont Financial Advisors’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
2025 Q4	–	Sell
2025 Q3	$564K	Buy
2025 Q2	$521K	Buy
2025 Q1	$626K	Buy
2024 Q4	$454K	Buy
2021 Q4	–	Sell
2021 Q3	$250K	Sell
2021 Q2	$244K	Buy
2021 Q1	$229K	Sell
2020 Q4	$231K	Buy