Coppell Advisory Solutions’s Fiserv FI Stock Holding History

Coppell Advisory Solutions’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 Q2	–	Sell
2025 Q1	$218K	Sell
2024 Q4	$290K	Buy
2024 Q3	$203K	Sell
2024 Q2	$204K	Buy
2023 Q4	$199K	Buy
2023 Q3	$30.3K	Sell
2023 Q2	$147K	Buy
2023 Q1	–	Sell
2022 Q4	$30.3K	Buy