WealthSource Partners’s Fiserv Inc FISV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$532K Buy
2023
Q3
$442K Buy
2023
Q2
$481K Buy
2020
Q3
Sell
2020
Q2
$278K Buy
2018
Q3
Sell
2018
Q2
$230K Sell
2018
Q1
$234K Sell
2017
Q4
$267K Sell
2017
Q3
$321K Sell
2017
Q2
$326K Sell
2017
Q1
$345K Sell
2016
Q4
$354K Sell
2016
Q3
$422K Sell
2016
Q2
$546K Buy
2016
Q1
$443K Buy