Strategic Wealth Partners’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 | $574K | Buy |
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|
2024
Q4 | $796K | Sell |
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|
2024
Q3 | $744K | Sell |
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|
2024
Q2 | $637K | Sell |
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|
2024
Q1 | $759K | Sell |
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|
2023
Q4 | $756K | Sell |
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|
2023
Q3 | $657K | Sell |
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|
2023
Q2 | $755K | Buy |
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|
2023
Q1 | $300K | Buy |
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|
2022
Q4 | $236K | Sell |
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|
2022
Q3 | $220K | Buy |
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|
2022
Q2 | $208K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $285K | Sell |
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|
2021
Q3 | $369K | Buy |
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|
2021
Q2 | $361K | Buy |
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