Dynamic Advisor Solutions’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
2025
Q4
$310K Sell
2025
Q3
$768K Buy
2025
Q2
$983K Buy
2025
Q1
$1.15M Sell
2024
Q4
$1.25M Sell
2024
Q3
$1.66M Buy
2024
Q2
$1.32M Buy
2024
Q1
$1.36M Buy
2023
Q4
$1.07M Buy
2023
Q3
$870K Buy
2023
Q2
$436K Buy
2023
Q1
$284K Sell
2022
Q4
$280K Buy