SWP
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Sagespring Wealth Partners’s Fiserv FI Stock Holding History

Sagespring 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 		$2.35M Sell
13,617
-1,691
-11% -$292K 0.05% 159
2025
Q1 		$3.38M Buy
15,308
+2,621
+21% +$579K 0.09% 115
2024
Q4 		$2.61M Buy
+12,687
New +$2.61M 0.07% 120