CPCM
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Cardinal Point Capital Management’s Fiserv FI Stock Holding History

Cardinal Point Capital Management’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 		$1.48M Buy
8,607
+7,352
+586% +$1.27M 0.12% 84
2025
Q1 		$277K Hold
1,255
– – 0.03% 156
2024
Q4 		$258K Buy
+1,255
New +$258K 0.04% 73