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CPA Asset Management’s Fiserv FI Stock Holding History

CPA Asset Management’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,058
Closed -$234K – 84
2025
Q1 		$234K Hold
1,058
– – 0.1% 76
2024
Q4 		$217K Buy
+1,058
New +$217K 0.1% 74