BSW Wealth Partners’s Fiserv Inc FISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $427K | Sell |
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|
2025
Q2 | $607K | Buy |
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|
2025
Q1 | $775K | Sell |
|
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|
2024
Q4 | $768K | Buy |
|
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|
2024
Q3 | $608K | Buy |
|
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|
2024
Q2 | $457K | Buy |
|
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|
2024
Q1 | $451K | Buy |
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|
2023
Q4 | $365K | Buy |
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|
2023
Q3 | $290K | Buy |
|
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|
2023
Q2 | $253K | Sell |
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|
2023
Q1 | $231K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $255K | Buy |
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|
2022
Q2 | $223K | Buy |
|
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|
2022
Q1 | $230K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $293K | Buy |
|