Advanced Asset Management Advisors’s Fiserv FI Stock Holding History

Advanced Asset Management Advisors’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	$263K	Hold
2025 Q1	$337K	Hold
2024 Q4	$313K	Hold
2024 Q3	$227K	Hold
2024 Q2	$227K	Hold
2024 Q1	$244K	Sell
2023 Q4	$223K	Sell
2023 Q3	$201K	Buy
2023 Q1	–	Sell
2022 Q4	$45.5K	Buy