Connecticut Wealth Management’s Fiserv Inc FISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $272K | Sell |
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|
2025
Q3 | $552K | Buy |
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|
2025
Q2 | $443K | Hold |
|
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|
2025
Q1 | $567K | Sell |
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|
2024
Q4 | $528K | Buy |
|
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|
2024
Q3 | $428K | Hold |
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|
2024
Q2 | $355K | Sell |
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|
2024
Q1 | $391K | Sell |
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|
2023
Q4 | $326K | Buy |
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|
2023
Q3 | $238K | Buy |
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|
2023
Q2 | $221K | Buy |
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