Zimmermann Investment Management & Planning’s Fiserv FI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,814	Closed	-$685K	–	39
2024 Q3	$685K	Buy	3,814 +287	+8%	+$51.6K	0.21%	73
2024 Q2	$526K	Buy	3,527 +586	+20%	+$87.3K	0.18%	78
2024 Q1	$470K	Buy	2,941 +577	+24%	+$92.2K	0.17%	86
2023 Q4	$314K	Buy	+2,364	New	+$314K	0.13%	92