Beaird Harris Wealth Management’s Fiserv FI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.62K	Buy	+21	New	+$3.62K	﹤0.01%	443
2024 Q3	–	Sell	-97	Closed	-$14.5K	–	600
2024 Q2	$14.5K	Buy	+97	New	+$14.5K	﹤0.01%	334
2023 Q1	–	Sell	-332	Closed	-$33.6K	–	568
2022 Q4	$33.6K	Buy	+332	New	+$33.6K	0.01%	207