Evergreen Private Wealth’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
$133K Buy
2025
Q3
$99.4K Buy
2025
Q2
$132K Sell
2025
Q1
$210K Sell
2024
Q4
$196K Sell
2024
Q3
$172K Buy
2024
Q2
$141K Sell
2024
Q1
$152K Sell
2023
Q4
$163K Buy