Graham Capital 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
2025
Q4
$1.13M Sell
2025
Q3
$2.5M Buy
2022
Q3
Sell
2022
Q2
$1.35M Sell
2022
Q1
$1.54M Buy
2021
Q4
$1.3M Buy