AAFMAA Wealth Management & Trust’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
6,485
-729
| -10% | -$126K | 0.46% | 67 |
|
|
2025
Q1 | $1.59M | Buy |
7,214
+573
| +9% | +$127K | 0.72% | 45 |
|
|
2024
Q4 | $1.36M | Sell |
6,641
-1,383
| -17% | -$284K | 0.6% | 46 |
|
|
2024
Q3 | $1.44M | Buy |
8,024
+389
| +5% | +$69.9K | 0.64% | 49 |
|
|
2024
Q2 | $1.14M | Buy |
+7,635
| New | +$1.14M | 0.56% | 59 |
|
|
2021
Q2 | – | Sell |
-25,446
| Closed | -$3.03M | – | 66 |
|
|
2021
Q1 | $3.03M | Sell |
25,446
-18,304
| -42% | -$2.18M | 1.46% | 30 |
|
|
2020
Q4 | $4.98M | Buy |
+43,750
| New | +$4.98M | 2.41% | 15 |
|