Cascades Capital Asset Management’s Fiserv FI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$216K Hold
1,250
0.11% 106
2025
Q1
$276K Hold
1,250
0.15% 96
2024
Q4
$257K Hold
1,250
0.14% 94
2024
Q3
$225K Buy
+1,250
New +$225K 0.12% 96