Lake Street Advisors 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.3M | Sell |
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|
2024
Q3 | $1.17M | Buy |
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|
2024
Q2 | $954K | Sell |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $853K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $285K | Buy |
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|
2021
Q1 | $300K | Sell |
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|
2020
Q4 | $465K | Sell |
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|
2020
Q3 | $422K | Buy |
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|
2020
Q2 | $358K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $216K | Buy |
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