ProVise Management 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 |
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|
2025
Q3 | $628K | Sell |
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|
2025
Q2 | $10.1M | Buy |
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|
2025
Q1 | $12.3M | Sell |
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|
2024
Q4 | $12M | Sell |
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|
2024
Q3 | $10.6M | Buy |
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|
2024
Q2 | $8.8M | Buy |
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|
2024
Q1 | $9.4M | Buy |
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|
2023
Q4 | $7.28M | Buy |
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|
2023
Q3 | $6.18M | Buy |
|
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|
2023
Q2 | $6.57M | Buy |
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|
2023
Q1 | $5.75M | Sell |
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|
2022
Q4 | $6.03M | Buy |
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|
2022
Q3 | $4.92M | Buy |
|
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|
2022
Q2 | $4.63M | Sell |
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|
2022
Q1 | $5.35M | Buy |
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|
2021
Q4 | $5.18M | Buy |
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|
2021
Q3 | $3.05M | Buy |
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|
2021
Q2 | $1.78M | Buy |
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|
2021
Q1 | $1.61M | Buy |
|