Cypress Advisory Group’s Fiserv FI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.34M	Buy	13,550 +2,765	+26%	+$477K	1.81%	14
2025 Q1	$2.38M	Hold	10,785	–	–	2.17%	11
2024 Q4	$2.22M	Buy	+10,785	New	+$2.22M	2.04%	14