Long Run Wealth Advisors’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
$385K Sell
2025
Q2
$572K Buy
2025
Q1
$660K Buy
2024
Q4
$601K Sell
2024
Q3
$529K Hold
2024
Q2
$439K Hold
2024
Q1
$470K Hold
2023
Q4
$391K Sell
2023
Q3
$338K Sell
2023
Q2
$463K Hold
2023
Q1
$414K Hold
2022
Q4
$371K Hold
2022
Q3
$343K Buy