Summit Trail Advisors’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 | $3.09M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2.25M | Buy |
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|
2024
Q2 | $1.85M | Sell |
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|
2024
Q1 | $2.04M | Buy |
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|
2023
Q4 | $1.3M | Sell |
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|
2023
Q3 | $1.17M | Buy |
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|
2023
Q2 | $1.27M | Buy |
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|
2023
Q1 | $613K | Buy |
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|
2022
Q4 | $489K | Sell |
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|
2022
Q3 | $459K | Sell |
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|
2022
Q2 | $486K | Buy |
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|
2022
Q1 | $310K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $406K | Sell |
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|
2020
Q2 | $680K | Buy |
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|
2020
Q1 | $421K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $406K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $225K | Buy |
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|
2017
Q4 | $292K | Buy |
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