Mosaic Family Wealth Partners’s Fiserv FI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$236K	Hold	1,371	–	–	0.03%	203
2025 Q1	$303K	Buy	1,371 +397	+41%	+$87.7K	0.04%	170
2024 Q4	$200K	Buy	+974	New	+$200K	0.03%	206
2024 Q2	–	Sell	-2,715	Closed	-$434K	–	200
2024 Q1	$434K	Buy	+2,715	New	+$434K	0.07%	128