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Talon Private Wealth’s Fiserv FI Stock Holding History

Talon Private 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 		$553K Buy
3,208
+60
+2% +$10.3K 0.08% 119
2025
Q1 		$695K Hold
3,148
– – 0.09% 113
2024
Q4 		$647K Hold
3,148
– – 0.14% 71
2024
Q3 		$566K Buy
+3,148
New +$566K 0.12% 40