Matrix Asset 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
Q4
Sell
2025
Q3
$10.1M Buy
2025
Q2
$1.67M Buy
2025
Q1
Sell
2024
Q4
$6.42M Sell
2024
Q3
$6.46M Sell
2024
Q2
$5.53M Sell
2024
Q1
$6.04M Sell
2023
Q4
$10M Sell
2023
Q3
$9.2M Sell
2023
Q2
$10.4M Sell
2023
Q1
$9.47M Sell
2022
Q4
$8.94M Sell
2022
Q3
$8.5M Buy
2022
Q2
$7.84M Sell
2022
Q1
$12.5M Buy
2021
Q4
$12.6M Buy
2021
Q3
$10.1M Buy
2021
Q2
$8.87M Buy
2021
Q1
$5.77M Buy
2020
Q4
$2.51M Buy