RMR Wealth Builders’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
$258K Buy
2025
Q2
$311K Sell
2025
Q1
$404K Buy
2024
Q4
$370K Sell
2024
Q3
$325K Sell
2024
Q2
$325K Sell
2024
Q1
$363K Buy
2021
Q2
Sell
2021
Q1
$15K Sell
2020
Q4
$24K Buy