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Cypress Wealth Services’s Fiserv FI Stock Holding History

Cypress Wealth Services’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 		$406K Buy
2,355
+857
+57% +$148K 0.07% 192
2025
Q1 		$331K Buy
1,498
+180
+14% +$39.7K 0.07% 199
2024
Q4 		$271K Buy
1,318
+76
+6% +$15.6K 0.05% 219
2024
Q3 		$223K Buy
+1,242
New +$223K 0.05% 245