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