CWP
FISV

Curated Wealth Partners’s Fiserv, Inc. Common Stock FISV Stock Holding History

Curated Wealth Partners’s Portfolio FISV Stock Details FISV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
2025
Q2 		$654K Buy
2025
Q1 		$703K Buy
2024
Q4 		$646K Buy
2024
Q3 		$512K Sell
2024
Q2 		$459K Buy
2024
Q1 		– Sell
2023
Q4 		$478K Buy
2023
Q3 		$379K Buy
2023
Q2 		$241K Hold
2023
Q1 		$216K Buy