AFWM
AMJ Financial Wealth Management’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.97M | Sell |
34,655
-11,146
| -24% | -$1.92M | 1.49% | 32 |
|
|
2025
Q1 | $10.1M | Sell |
45,801
-292
| -0.6% | -$64.5K | 2.99% | 10 |
|
|
2024
Q4 | $9.47M | Sell |
46,093
-3,129
| -6% | -$643K | 2.62% | 17 |
|
|
2024
Q3 | $8.84M | Buy |
49,222
+275
| +0.6% | +$49.4K | 2.53% | 17 |
|
|
2024
Q2 | $7.3M | Buy |
48,947
+12,511
| +34% | +$1.86M | 2.26% | 24 |
|
|
2024
Q1 | $5.82M | Buy |
36,436
+13,773
| +61% | +$2.2M | 1.94% | 25 |
|
|
2023
Q4 | $3.01M | Buy |
+22,663
| New | +$3.01M | 1.27% | 31 |
|
|
2021
Q3 | – | Sell |
-32,216
| Closed | -$3.44M | – | 94 |
|
|
2021
Q2 | $3.44M | Sell |
32,216
-10,216
| -24% | -$1.09M | 1.5% | 29 |
|
|
2021
Q1 | $5.05M | Buy |
+42,432
| New | +$5.05M | 2.44% | 16 |
|
|
2020
Q1 | – | Sell |
-35,334
| Closed | -$4.09M | – | 40 |
|
|
2019
Q4 | $4.09M | Buy |
+35,334
| New | +$4.09M | 2.87% | 10 |
|