CW
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Curio Wealth’s Fiserv FI Stock Holding History

Curio Wealth’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 		$71.7K Buy
416
+415
+41,500% +$71.6K 0.03% 112
2025
Q1 		$85.5K Sell
1
-415
-100% -$35.5M 0.04% 106
2024
Q4 		$85.5K Buy
+416
New +$85.5K 0.05% 103