BCG
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Breakwater Capital Group’s Fiserv FI Stock Holding History

Breakwater Capital Group’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 		$397K Buy
2,301
+28
+1% +$4.83K 0.06% 245
2025
Q1 		$502K Buy
2,273
+1,128
+99% +$249K 0.09% 202
2024
Q4 		$235K Sell
1,145
-3
-0.3% -$616 0.05% 266
2024
Q3 		$206K Buy
+1,148
New +$206K 0.04% 281