Relyea Zuckerberg Hanson’s Fiserv FI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$245K Sell
1,420
-77
-5% -$13.3K 0.03% 233
2025
Q1
$331K Sell
1,497
-148
-9% -$32.7K 0.04% 196
2024
Q4
$338K Buy
1,645
+274
+20% +$56.3K 0.05% 189
2024
Q3
$246K Buy
+1,371
New +$246K 0.04% 220