Callan Family Office’s Fiserv FI Stock Holding History

Callan Family Office’s Portfolio FI Stock Details FI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$13.8M	Buy
2025 Q1	$5.7M	Sell
2024 Q4	$5.78M	Buy
2024 Q3	$855K	Buy
2024 Q2	$433K	Buy
2023 Q3	–	Sell
2023 Q2	$215K	Sell
2023 Q1	$1.54M	Buy