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Vantage Financial Partners (Wisconsin)’s Fiserv FI Stock Holding History

Vantage Financial Partners (Wisconsin)’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 		$359K Hold
2,085
– – 0.08% 134
2025
Q1 		$460K Sell
2,085
-88
-4% -$19.4K 0.11% 109
2024
Q4 		$446K Sell
2,173
-367
-14% -$75.4K 0.11% 112
2024
Q3 		$456K Buy
+2,540
New +$456K 0.11% 112