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Monterey Private Wealth, Inc.
> FISV
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2023 | FISERV INC | FISV | 0 | -1,763 | 0 | -222,402,000 | |
| 06/30/2023 | FISERV INC | FISV | 1,763 | 1,763 | 222,402,000 | 222,402,000 | $126,149.74 |
| 06/30/2022 | FISERV INC | FISV | 0 | -1,981 | 0 | -206,000 | |
| 12/31/2021 | FISERV INC | FISV | 1,981 | -54 | 206,000 | -14,000 | $103.99 |
| 09/30/2021 | FISERV INC | FISV | 2,035 | 0 | 220,000 | 2,000 | $108.11 |
| 06/30/2021 | FISERV INC | FISV | 2,035 | 435 | 218,000 | 16,000 | $107.13 |
| 03/31/2021 | FISERV INC | FISV | 1,600 | 1,600 | 202,000 | 202,000 | $126.25 |
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