PWM
FISV

Palumbo Wealth Management’s Fiserv Inc FISV Stock Holding History

Palumbo Wealth Management’s Portfolio FISV Stock Details FISV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-18,896
Closed -$3.26M – 194
2025
Q2 		$3.26M Sell
18,896
-62
-0.3% -$11.2K 1.01% 23
2025
Q1 		$4.19M Buy
18,958
+2,596
+16% +$568K 1.4% 19
2024
Q4 		$3.36M Buy
16,362
+1,601
+11% +$327K 1.25% 18
2024
Q3 		$2.65M Buy
14,761
+321
+2% +$52.9K 1.03% 26
2024
Q2 		$2.15M Buy
14,440
+1,052
+8% +$159K 0.91% 29
2024
Q1 		$2.14M Buy
13,388
+2,999
+29% +$437K 0.96% 27
2023
Q4 		$1.38M Buy
10,389
+491
+5% +$60.3K 0.71% 35
2023
Q3 		$1.12M Buy
9,898
+6,523
+193% +$803K 0.62% 39
2023
Q2 		$426K Buy
+3,375
New +$397K 0.26% 67

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