WP
FISV

WealthPLAN Partners’s Fiserv Inc FISV Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-847
Closed -$107K – 574
2023
Q2 		$107K Sell
847
-1,355
-62% -$160K 0.02% 390
2023
Q1 		$249K Sell
2,202
-374
-15% -$41.1K 0.03% 272
2022
Q4 		$299K Buy
+2,576
New +$257K 0.02% 315
2022
Q1 		$260K Buy
2,651
+355
+15% +$35.9K 0.02% 340
2021
Q4 		$243K Sell
2,296
-200
-8% -$20.7K 0.02% 348
2021
Q3 		$257K Buy
2,496
+37
+2% +$4.13K 0.02% 332
2021
Q2 		$275K Buy
+2,459
New +$286K 0.02% 304

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