Trillium Asset Management’s Fiserv FI Stock Holding History

Trillium Asset Management’s Portfolio FI Stock Details FI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.23M	Buy
2025 Q1	$2.68M	Buy
2024 Q4	$258K	Hold
2024 Q3	$225K	Buy
2024 Q2	–	Sell
2024 Q1	$206K	Buy
2023 Q1	–	Sell
2022 Q4	$402K	Buy