Cascade Financial Partners’s Fiserv Inc FISV Stock Holding History

Cascade Financial Partners’s Portfolio FISV Stock Details FISV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
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