Caldwell Trust’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 | $573K | Hold |
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|
2025
Q2 | $766K | Buy |
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|
2025
Q1 | $943K | Buy |
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|
2024
Q4 | $864K | Hold |
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|
2024
Q3 | $756K | Sell |
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|
2024
Q2 | $668K | Hold |
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|
2024
Q1 | $716K | Hold |
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|
2023
Q4 | $596K | Hold |
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|
2023
Q3 | $506K | Hold |
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|
2023
Q2 | $566K | Hold |
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|
2023
Q1 | $507K | Sell |
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|
2022
Q4 | $478K | Hold |
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|
2022
Q3 | $442K | Hold |
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|
2022
Q2 | $420K | Hold |
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|
2022
Q1 | $479K | Hold |
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|
2021
Q4 | $490K | Hold |
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|
2021
Q3 | $513K | Hold |
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|
2021
Q2 | $505K | Hold |
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|
2021
Q1 | $562K | Hold |
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|
2020
Q4 | $538K | Hold |
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|
2020
Q3 | $487K | Buy |
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|
2020
Q2 | $449K | Sell |
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|
2020
Q1 | $461K | Hold |
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|
2019
Q4 | $561K | Buy |
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