Epic Trust Investment Advisors’s Fiserv Inc FISV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$539K Buy
2024
Q1
$520K Buy
2023
Q4
$408K Buy
2023
Q3
$326K Sell
2023
Q2
$384K Sell
2023
Q1
$414K Sell
2022
Q4
$533K Sell
2022
Q3
$528K Buy