EHC
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Everett Harris & Co’s Fiserv FI Stock Holding History

Everett Harris & Co’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
-1,032
Closed -$228K – 337
2025
Q1 		$228K Hold
1,032
– – ﹤0.01% 297
2024
Q4 		$212K Buy
+1,032
New +$212K ﹤0.01% 275