Heron Financial Group’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
Q2 | $323K | Hold |
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|
2023
Q1 | $290K | Sell |
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|
2022
Q4 | $258K | Hold |
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|
2022
Q3 | $243K | Hold |
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|
2022
Q2 | $231K | Hold |
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|
2022
Q1 | $264K | Sell |
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|
2021
Q4 | $312K | Sell |
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|
2021
Q3 | $325K | Hold |
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|
2021
Q2 | $320K | Hold |
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|
2021
Q1 | $366K | Sell |
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|
2020
Q4 | $345K | Hold |
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|
2020
Q3 | $304K | Buy |
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|
2020
Q2 | $284K | Hold |
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|
2020
Q1 | $286K | Sell |
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|
2019
Q4 | $381K | Buy |
|