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Petros Family Wealth’s Fiserv FI Stock Holding History

Petros Family Wealth’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 		– Sell
-1,271
Closed -$281K – 134
2025
Q1 		$281K Sell
1,271
-87
-6% -$19.2K 0.31% 91
2024
Q4 		$279K Buy
+1,358
New +$279K 0.3% 95