Independent 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
2026
Q1
$258K Buy
2025
Q4
$290K Buy
2025
Q3
Sell
2025
Q2
$354K Buy
2025
Q1
$241K Sell
2024
Q4
$257K Buy
2024
Q3
$211K Buy
2023
Q4
Sell
2023
Q3
$291K Buy
2023
Q2
$322K Hold
2023
Q1
$288K Buy
2022
Q4
$257K Sell
2022
Q3
$294K Sell
2022
Q2
$405K Sell
2022
Q1
$563K Buy
2021
Q4
$226K Buy
2021
Q3
$233K Buy
2021
Q2
$218K Buy