AHC
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Adell Harriman & Carpenter’s Fiserv FI Stock Holding History

Adell Harriman & Carpenter’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 		$277K Buy
1,608
+5
+0.3% +$862 0.02% 154
2025
Q1 		$354K Buy
1,603
+80
+5% +$17.7K 0.03% 143
2024
Q4 		$313K Buy
+1,523
New +$313K 0.02% 143