SWA
FISV

SFMG Wealth Advisors’s Fiserv, Inc. Common Stock FISV Stock Holding History

SFMG Wealth Advisors’s Portfolio FISV Stock Details FISV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
2025
Q1 		$301K Sell
2024
Q4 		$282K Sell
2024
Q3 		$247K Buy
2024
Q2 		$203K Hold
2024
Q1 		$217K Buy
2020
Q4 		– Sell
2020
Q3 		$472K Sell
2020
Q2 		$459K Buy