Roehl & Yi Investment Advisors’s Fiserv Inc FISV Stock Holding History

Roehl & Yi Investment Advisors’s Portfolio FISV Stock Details FISV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$471K	Sell
2025 Q2	$690K	Sell
2025 Q1	$900K	Sell
2024 Q4	$900K	Buy