Legacy Wealth Management (Mississippi)’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
Q3 | $387K | Hold |
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|
2025
Q2 | $517K | Hold |
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|
2025
Q1 | $662K | Sell |
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|
2024
Q4 | $781K | Hold |
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|
2024
Q3 | $683K | Hold |
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|
2024
Q2 | $566K | Sell |
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|
2024
Q1 | $645K | Hold |
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|
2023
Q4 | $536K | Hold |
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|
2023
Q3 | $456K | Sell |
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|
2023
Q2 | $531K | Sell |
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|
2023
Q1 | $479K | Hold |
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|
2022
Q4 | $429K | Sell |
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|
2022
Q3 | $409K | Buy |
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