Cardinal Point Capital Management’s Fiserv Inc FISV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$457K Sell
2025
Q3
$1.21M Buy
2025
Q2
$1.48M Buy
2025
Q1
$277K Hold
2024
Q4
$258K Buy