Trifecta Capital Advisors’s Fiserv FI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.83K Hold
28
﹤0.01% 266
2025
Q1
$6.18K Hold
28
﹤0.01% 232
2024
Q4
$5.75K Hold
28
﹤0.01% 228
2024
Q3
$5.03K Hold
28
﹤0.01% 238
2024
Q2
$4.17K Hold
28
﹤0.01% 251
2024
Q1
$4.48K Hold
28
﹤0.01% 235
2023
Q4
$3.72K Hold
28
﹤0.01% 273
2023
Q3
$3.16K Hold
28
﹤0.01% 265
2023
Q2
$3.53K Hold
28
﹤0.01% 247
2023
Q1
$3.17K Hold
28
﹤0.01% 259
2022
Q4
$2.83K Buy
+28
New +$2.83K ﹤0.01% 266