Heritage Trust’s Fiserv, Inc. Common Stock FISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.54M | Buy |
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|
2025
Q2 | $7.97M | Buy |
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|
2025
Q1 | $9.31M | Buy |
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|
2024
Q4 | $8.61M | Buy |
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|
2024
Q2 | $6.5M | Sell |
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|
2024
Q1 | $7.01M | Sell |
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|
2023
Q4 | $5.84M | Sell |
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|
2023
Q3 | $5.06M | Sell |
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|
2023
Q2 | $5.69M | Buy |
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|
2023
Q1 | $4.5M | Buy |
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|
2022
Q4 | $3.95M | Sell |
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|
2022
Q3 | $3.68M | Buy |
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|
2022
Q2 | $2.96M | Sell |
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|
2022
Q1 | $3.39M | Buy |
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|
2021
Q4 | $2.67M | Buy |
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|
2021
Q3 | $1.93M | Buy |
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|
2021
Q2 | $1.49M | Sell |
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|
2021
Q1 | $1.75M | Buy |
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|
2020
Q4 | $1.54M | Hold |
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|
2020
Q3 | $1.39M | Buy |
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|
2020
Q2 | $1.18M | Buy |
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|
2020
Q1 | $1.03M | Buy |
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|
2019
Q4 | $770K | Sell |
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|
2019
Q3 | $829K | Hold |
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|
2019
Q2 | $729K | Hold |
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|
2019
Q1 | $706K | Sell |
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|
2018
Q4 | $941K | Hold |
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|
2018
Q3 | $1.05M | Hold |
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|
2018
Q2 | $949K | Sell |
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|
2018
Q1 | $929K | Sell |
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|
2017
Q4 | $861K | Hold |
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|
2017
Q3 | $846K | Buy |
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|
2017
Q2 | $783K | Sell |
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|
2017
Q1 | $1.54M | Buy |
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