Grassi Investment 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
2023
Q1
Sell
2022
Q4
$230K Sell
2022
Q3
$232K Sell
2022
Q2
$569K Sell
2022
Q1
$811K Sell
2021
Q4
$2.56M Sell
2021
Q3
$4.57M Buy
2021
Q2
$3.91M Sell
2021
Q1
$4.36M Buy
2020
Q4
$3.93M Buy
2020
Q3
$1.99M Buy