Marshall Investment 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	-140	Closed	-$30.9K	–	84
2025 Q1	$30.9K	Hold	140	–	–	0.02%	127
2024 Q4	$25.2K	Buy	+140	New	+$25.2K	0.01%	127