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Burling Wealth Partners’s Fiserv FI Stock Holding History

Burling Wealth Partners’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 		$1.02M Sell
5,904
-849
-13% -$146K 0.19% 95
2025
Q1 		$1.49M Sell
6,753
-347
-5% -$76.6K 0.31% 74
2024
Q4 		$1.46M Buy
+7,100
New +$1.46M 0.3% 79