KMG Fiduciary Partners’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
2025
Q3
$471K Hold
2025
Q2
$630K Hold
2025
Q1
$807K Hold
2024
Q4
$750K Sell
2024
Q3
$733K Hold
2024
Q2
$608K Hold
2024
Q1
$652K Hold
2023
Q4
$542K Hold
2023
Q3
$461K Hold
2023
Q2
$515K Buy