Venturi Wealth Management’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
Q3 | $11.9M | Buy |
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|
2025
Q2 | $12.8M | Buy |
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|
2025
Q1 | $15.4M | Sell |
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|
2024
Q4 | $15.8M | Sell |
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|
2024
Q3 | $14.5M | Buy |
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|
2024
Q2 | $11.8M | Buy |
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|
2024
Q1 | $12.6M | Buy |
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|
2023
Q4 | $10.3M | Buy |
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|
2023
Q3 | $8.7M | Buy |
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|
2023
Q2 | $953K | Sell |
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|
2023
Q1 | $856K | Sell |
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|
2022
Q4 | $806K | Sell |
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|
2022
Q3 | $800K | Sell |
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|
2022
Q2 | $776K | Sell |
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|
2022
Q1 | $893K | Buy |
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|
2021
Q4 | $911K | Sell |
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|
2021
Q3 | $1.06M | Buy |
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|
2021
Q2 | $781K | Sell |
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|
2021
Q1 | $887K | Buy |
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|
2020
Q4 | $835K | Buy |
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|
2020
Q3 | $523K | Buy |
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|
2020
Q2 | $432K | Buy |
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|
2020
Q1 | $259K | Buy |
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