KWA
FISV

Kingswood Wealth Advisors’s Fiserv, Inc. Common Stock FISV Stock Holding History

Kingswood Wealth Advisors’s Portfolio FISV Stock Details FISV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
2025
Q2 		$430K Sell
2025
Q1 		$952K Sell
2024
Q4 		$1.17M Buy
2024
Q3 		$453K Sell
2024
Q2 		$410K Buy
2024
Q1 		$419K Sell
2023
Q4 		$355K Buy
2023
Q3 		$723K Sell
2023
Q2 		$260K Buy