IPG Investment Advisors’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	-6,451	Closed	-$1.42M	–	186
2025 Q1	$1.42M	Buy	+6,451	New	+$1.42M	0.32%	55
2023 Q3	–	Sell	-6,330	Closed	-$799K	–	165
2023 Q2	$799K	Buy	+6,330	New	+$799K	0.17%	78