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ORG Wealth Partners’s Fiserv FI Stock Holding History

ORG Wealth Partners’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$109K Sell
631
-168
-21% -$29K 0.03% 230
2025
Q1 		$177K Buy
799
+150
+23% +$33.3K 0.05% 196
2024
Q4 		$133K Sell
649
-141
-18% -$29K 0.04% 146
2024
Q3 		$142K Buy
+790
New +$142K 0.05% 144