Cascade Financial Partners’s Fiserv FI Stock Holding History

Cascade Financial Partners’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 Q3	$229K	Hold
2025 Q2	$307K	Hold
2025 Q1	$393K	Sell
2024 Q4	$402K	Buy
2024 Q3	$385K	Sell
2024 Q2	$362K	Hold
2024 Q1	$367K	Buy