Live Oak Private Wealth’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 | $5.74M | Buy |
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|
2025
Q2 | $7.05M | Buy |
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|
2025
Q1 | $8.69M | Sell |
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|
2024
Q4 | $10.3M | Sell |
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|
2024
Q3 | $11.1M | Sell |
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|
2024
Q2 | $9.27M | Sell |
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|
2024
Q1 | $10.2M | Sell |
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|
2023
Q4 | $8.48M | Sell |
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|
2023
Q3 | $7.29M | Buy |
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|
2023
Q2 | $8.13M | Buy |
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|
2023
Q1 | $7.28M | Buy |
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|
2022
Q4 | $6.19M | Sell |
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|
2022
Q3 | $6.13M | Buy |
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|
2022
Q2 | $5.83M | Buy |
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|
2022
Q1 | $6.42M | Buy |
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|
2021
Q4 | $6.29M | Buy |
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|
2021
Q3 | $6.32M | Buy |
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|
2021
Q2 | $5.94M | Buy |
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|
2021
Q1 | $5.92M | Buy |
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