Cherry Tree Wealth 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	–	Sell	-89	Closed	-$19.7K	–	651
2025 Q1	$19.7K	Buy	89 +34	+62%	+$7.51K	﹤0.01%	356
2024 Q4	$11.3K	Hold	55	–	–	﹤0.01%	396
2024 Q3	$9.88K	Hold	55	–	–	﹤0.01%	419
2024 Q2	$8.2K	Buy	+55	New	+$8.2K	﹤0.01%	419