IVC Wealth Advisors’s Fiserv Inc FISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $224K | Buy |
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|
2025
Q2 | $297K | Buy |
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|
2025
Q1 | $380K | Buy |
|
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|
2024
Q4 | $352K | Sell |
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|
2024
Q3 | $308K | Buy |
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|
2024
Q2 | $255K | Buy |
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|
2024
Q1 | $273K | Buy |
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|
2023
Q4 | $226K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $217K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $207K | Buy |
|