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FullCircle Wealth’s Fiserv FI Stock Holding History

FullCircle 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 		– Sell
-1,251
Closed -$223K – 261
2025
Q1 		$223K Buy
1,251
+47
+4% +$8.37K 0.09% 213
2024
Q4 		$277K Buy
1,204
+43
+4% +$9.88K 0.11% 163
2024
Q3 		$234K Buy
+1,161
New +$234K 0.1% 165