Professional Advisory Services’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	-152,741	Closed	-$19.7M	–	82
2025 Q3	$19.7M	Sell	152,741 -14,476	-9%	-$2.07M	2.56%	22
2025 Q2	$28.8M	Buy	167,217 +41,295	+33%	+$7.49M	3.91%	5
2025 Q1	$27.8M	Sell	125,922 -13,792	-10%	-$3.02M	3.89%	7
2024 Q4	$28.7M	Sell	139,714 -51,456	-27%	-$10.5M	3.96%	5
2024 Q3	$34.3M	Sell	191,170 -16,602	-8%	-$2.74M	4.51%	4
2024 Q2	$31M	Sell	207,772 -899	-0.4%	-$136K	4.23%	4
2024 Q1	$33.4M	Sell	208,671 -5,533	-3%	-$806K	4.53%	3
2023 Q4	$28.5M	Buy	214,204 +2,755	+1%	+$338K	4.07%	3
2023 Q3	$23.9M	Buy	211,449 +678	+0.3%	+$83.5K	3.93%	8
2023 Q2	$26.6M	Sell	210,771 -7,714	-4%	-$908K	4.04%	3
2023 Q1	$24.7M	Sell	218,485 -18,549	-8%	-$2.04M	3.85%	3
2022 Q4	$24M	Sell	237,034 -1,908	-0.8%	-$190K	3.9%	5
2022 Q3	$22.4M	Buy	238,942 +2,449	+1%	+$250K	3.88%	6
2022 Q2	$21M	Buy	236,493 +5,758	+2%	+$558K	3.51%	9
2022 Q1	$23.4M	Buy	230,735 +28,521	+14%	+$2.89M	3.36%	10
2021 Q4	$21M	Buy	202,214 +82,481	+69%	+$8.53M	2.85%	22
2021 Q3	$13M	Buy	119,733 +970	+0.8%	+$108K	1.91%	29
2021 Q2	$12.7M	Buy	+118,763	New	+$13.8M	1.84%	31