Prevail Innovative Wealth Advisors’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
$224K Hold
2025
Q2
$300K Hold
2025
Q1
$384K Hold
2024
Q4
$357K Buy
2024
Q3
$294K Sell
2024
Q2
$244K Buy
2024
Q1
$261K Buy
2023
Q4
$213K Buy
2023
Q3
Sell
2023
Q2
$202K Buy