Waldron Private Wealth’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 | $261K | Hold |
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|
2025
Q2 | $349K | Hold |
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|
2025
Q1 | $447K | Sell |
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|
2024
Q4 | $1.02M | Buy |
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|
2024
Q3 | $869K | Buy |
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|
2024
Q2 | $506K | Sell |
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|
2024
Q1 | $545K | Buy |
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|
2023
Q4 | $449K | Sell |
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|
2023
Q3 | $387K | Sell |
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|
2023
Q2 | $461K | Sell |
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|
2023
Q1 | $611K | Buy |
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|
2022
Q4 | $455K | Hold |
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|
2022
Q3 | $455K | Sell |
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|
2022
Q2 | $445K | Sell |
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|
2022
Q1 | $546K | Buy |
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|
2021
Q4 | $404K | Hold |
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|
2021
Q3 | $422K | Buy |
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|
2021
Q2 | $269K | Hold |
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|
2021
Q1 | $300K | Buy |
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|
2020
Q4 | $267K | Sell |
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|
2020
Q3 | $247K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $209K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $203K | Buy |
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