Hel Ved Capital Management’s Fiserv FI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-6,950	Closed	-$1.53M	–	75
2025 Q1	$1.53M	Sell	6,950 -4,800	-41%	-$1.06M	0.55%	33
2024 Q4	$2.41M	Sell	11,750 -2,500	-18%	-$514K	0.71%	45
2024 Q3	$2.56M	Buy	+14,250	New	+$2.56M	1.12%	23