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Advisor OS’s Fiserv FI Stock Holding History

Advisor OS’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,233
Closed -$272K – 459
2025
Q1 		$272K Buy
1,233
+199
+19% +$43.9K 0.03% 345
2024
Q4 		$212K Buy
+1,034
New +$212K 0.02% 388