Portside Wealth Group’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
$216K Sell
2025
Q2
$323K Buy
2025
Q1
$383K Buy
2024
Q4
$331K Sell
2024
Q3
$317K Buy
2024
Q2
$234K Sell
2024
Q1
$268K Buy
2023
Q4
$223K Buy