JSF Financial’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	-4,378	Closed	-$967K	–	132
2025 Q1	$967K	Buy	+4,378	New	+$967K	0.26%	59
2021 Q1	–	Sell	-2,187	Closed	-$249K	–	100
2020 Q4	$249K	Buy	+2,187	New	+$249K	0.17%	65