AAMA
Advanced Asset Management Advisors’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Hold |
1,525
| – | – | 0.07% | 60 |
|
|
2025
Q1 | $337K | Hold |
1,525
| – | – | 0.09% | 56 |
|
|
2024
Q4 | $313K | Hold |
1,525
| – | – | 0.08% | 61 |
|
|
2024
Q3 | $227K | Hold |
1,525
| – | – | 0.06% | 67 |
|
|
2024
Q2 | $227K | Hold |
1,525
| – | – | 0.06% | 68 |
|
|
2024
Q1 | $244K | Sell |
1,525
-155
| -9% | -$24.8K | 0.06% | 68 |
|
|
2023
Q4 | $223K | Sell |
1,680
-100
| -6% | -$13.3K | 0.05% | 72 |
|
|
2023
Q3 | $201K | Buy |
+1,780
| New | +$201K | 0.05% | 74 |
|
|
2023
Q1 | – | Sell |
-450
| Closed | -$45.5K | – | 144 |
|
|
2022
Q4 | $45.5K | Buy |
+450
| New | +$45.5K | 0.01% | 105 |
|