PPA
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Pacific Point Advisors’s Fiserv FI Stock Holding History

Pacific Point Advisors’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 		$1.23M Buy
7,151
+434
+6% +$74.8K 0.67% 44
2025
Q1 		$1.48M Buy
6,717
+535
+9% +$118K 0.82% 28
2024
Q4 		$1.32M Buy
+6,182
New +$1.32M 0.81% 30