WFA of San Diego’s Fiserv Inc FISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.2K | Buy |
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|
2024
Q3 | $129K | Hold |
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|
2024
Q2 | $107K | Buy |
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|
2023
Q3 | $81.3K | Hold |
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|
2023
Q2 | $90.8K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $87.9K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $77K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $117K | Hold |
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|
2021
Q3 | $123K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $211K | Hold |
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|
2020
Q2 | $200K | Buy |
|