TCV Trust & Wealth Management’s Fiserv FI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$584K	Buy	+3,389	New	+$584K	0.05%	133
2022 Q3	–	Sell	-2,420	Closed	-$215K	–	188
2022 Q2	$215K	Hold	2,420	–	–	0.03%	189
2022 Q1	$245K	Hold	2,420	–	–	0.03%	185
2021 Q4	$251K	Buy	+2,420	New	+$251K	0.03%	187