Journey Advisory Group’s Fiserv FI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$789K Sell
4,576
-118
-3% -$20.3K 0.06% 175
2025
Q1
$1.04M Buy
+4,694
New +$1.04M 0.08% 148