Castleview Partners’s Fiserv FI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$234K Buy
2025
Q1
Sell
2024
Q4
$531K Buy
2024
Q3
$461K Buy
2024
Q2
$370K Buy
2024
Q1
$244K Buy
2023
Q4
$148K Buy
2023
Q3
$70.6K Buy
2023
Q2
$68K Buy
2023
Q1
$35.5K Buy
2022
Q4
$31.4K Buy
2022
Q3
$15K Sell
2022
Q2
$1.71K Buy
2022
Q1
Sell
2021
Q4
$2.06K Buy