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Callan Capital’s Fiserv FI Stock Holding History

Callan Capital’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
Q1 		$458K Buy
2,074
+345
+20% +$76.2K 0.03% 222
2024
Q4 		$355K Buy
1,729
+100
+6% +$20.5K 0.03% 229
2024
Q3 		$293K Buy
+1,629
New +$293K 0.02% 267