Adero Partners’s Fiserv FI Stock Holding History

Adero Partners’s Portfolio FI Stock Details FI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$550K	Buy
2024 Q4	$500K	Buy
2024 Q3	$426K	Buy
2024 Q2	$342K	Sell
2024 Q1	$387K	Sell
2023 Q4	$327K	Buy
2023 Q3	$277K	Buy