Greatmark Investment Partners’s Fiserv FI Stock Holding History

Greatmark Investment Partners’s Portfolio FI Stock Details FI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$203K	Hold
2025 Q2	$272K	Hold
2025 Q1	$348K	Hold
2024 Q4	$324K	Sell
2024 Q3	$384K	Sell
2024 Q2	$415K	Hold
2024 Q1	$445K	Hold
2023 Q4	$370K	Sell
2023 Q3	$374K	Sell
2023 Q2	$796K	Buy