Perigon Wealth Management’s Fiserv, Inc. Common Stock FISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $507K | Buy |
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|
2025
Q2 | $446K | Sell |
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|
2025
Q1 | $770K | Sell |
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|
2024
Q4 | $736K | Buy |
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|
2024
Q3 | $572K | Buy |
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|
2024
Q2 | $441K | Buy |
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|
2024
Q1 | $379K | Buy |
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|
2023
Q4 | $252K | Sell |
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|
2023
Q3 | $218K | Buy |
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|
2023
Q2 | $219K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $343K | Buy |
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|
2020
Q4 | $36K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $10K | Buy |
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|
2016
Q4 | $7K | Buy |
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