Cascade Financial Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Hold |
1,780
| – | – | 0.04% | 201 |
|
|
2025
Q1 | $393K | Sell |
1,780
-178
| -9% | -$39.3K | 0.05% | 171 |
|
|
2024
Q4 | $402K | Buy |
1,958
+28
| +1% | +$5.75K | 0.05% | 160 |
|
|
2024
Q3 | $385K | Sell |
1,930
-498
| -21% | -$99.4K | 0.05% | 163 |
|
|
2024
Q2 | $362K | Hold |
2,428
| – | – | 0.05% | 163 |
|
|
2024
Q1 | $367K | Buy |
+2,428
| New | +$367K | 0.05% | 160 |
|