Sargent Investment Group’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
Q2 | $594K | Sell |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $699K | Sell |
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|
2024
Q3 | $790K | Sell |
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|
2024
Q2 | $685K | Buy |
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|
2024
Q1 | $316K | Buy |
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|
2023
Q4 | $260K | Buy |
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|
2023
Q3 | $220K | Sell |
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|
2023
Q2 | $247K | Buy |
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|
2023
Q1 | $217K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $223K | Hold |
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|
2021
Q2 | $220K | Sell |
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|
2021
Q1 | $254K | Hold |
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|
2020
Q4 | $243K | Hold |
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|
2020
Q3 | $219K | Sell |
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|
2020
Q2 | $247K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $249K | Hold |
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|
2019
Q3 | $223K | Buy |
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