Owen LaRue’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	-8,783	Closed	-$1.94M	–	105
2025 Q1	$1.94M	Buy	8,783 +163	+2%	+$36K	0.97%	28
2024 Q4	$1.77M	Sell	8,620 -9	-0.1%	-$1.85K	0.93%	30
2024 Q3	$1.55M	Buy	+8,629	New	+$1.55M	0.82%	36