Concorde Asset Management’s Fiserv FI Stock Holding History

Concorde Asset Management’s Portfolio FI Stock Details FI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$368K	Hold
2024 Q4	$359K	Hold
2024 Q3	$314K	Buy
2022 Q1	–	Sell
2021 Q4	$533K	Sell
2021 Q3	$593K	Buy