AWM
Avior Wealth Management’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.36M | Sell |
25,317
-411
| -2% | -$70.9K | 0.15% | 112 |
|
|
2025
Q1 | $5.68M | Sell |
25,728
-757
| -3% | -$167K | 0.22% | 83 |
|
|
2024
Q4 | $5.44M | Sell |
26,485
-3,313
| -11% | -$681K | 0.2% | 90 |
|
|
2024
Q3 | $5.35M | Sell |
29,798
-28
| -0.1% | -$5.03K | 0.21% | 84 |
|
|
2024
Q2 | $4.45M | Sell |
29,826
-896
| -3% | -$134K | 0.19% | 91 |
|
|
2024
Q1 | $4.91M | Buy |
30,722
+1,614
| +6% | +$258K | 0.23% | 84 |
|
|
2023
Q4 | $3.87M | Sell |
29,108
-189
| -0.6% | -$25.1K | 0.23% | 84 |
|
|
2023
Q3 | $3.31M | Sell |
29,297
-19
| -0.1% | -$2.15K | 0.22% | 84 |
|
|
2023
Q2 | $3.7M | Buy |
29,316
+844
| +3% | +$106K | 0.24% | 78 |
|
|
2023
Q1 | $3.22M | Sell |
28,472
-567
| -2% | -$64.1K | 0.22% | 91 |
|
|
2022
Q4 | $2.93M | Sell |
29,039
-12
| -0% | -$1.21K | 0.22% | 93 |
|
|
2022
Q3 | $2.72M | Sell |
29,051
-358
| -1% | -$33.5K | 0.22% | 87 |
|
|
2022
Q2 | $2.62M | Sell |
29,409
-196
| -0.7% | -$17.4K | 0.26% | 79 |
|
|
2022
Q1 | $3M | Buy |
29,605
+1,743
| +6% | +$177K | 0.26% | 84 |
|
|
2021
Q4 | $2.89M | Buy |
27,862
+132
| +0.5% | +$13.7K | 0.24% | 88 |
|
|
2021
Q3 | $3.01M | Buy |
27,730
+1,345
| +5% | +$146K | 0.25% | 81 |
|
|
2021
Q2 | $2.82M | Sell |
26,385
-609
| -2% | -$65.1K | 0.28% | 81 |
|
|
2021
Q1 | $3.21M | Buy |
26,994
+19
| +0.1% | +$2.26K | 0.34% | 63 |
|
|
2020
Q4 | $3.07M | Sell |
26,975
-746
| -3% | -$84.9K | 0.38% | 63 |
|
|
2020
Q3 | $2.86M | Buy |
27,721
+3,350
| +14% | +$345K | 0.41% | 56 |
|
|
2020
Q2 | $2.38M | Buy |
24,371
+200
| +0.8% | +$19.5K | 0.37% | 62 |
|
|
2020
Q1 | $2.3M | Buy |
24,171
+200
| +0.8% | +$19K | 0.45% | 58 |
|
|
2019
Q4 | $2.77M | Buy |
23,971
+464
| +2% | +$53.6K | 0.44% | 56 |
|
|
2019
Q3 | $2.44M | Sell |
23,507
-1,660
| -7% | -$172K | 0.43% | 63 |
|
|
2019
Q2 | $2.29M | Buy |
25,167
+1,691
| +7% | +$154K | 0.41% | 63 |
|
|
2019
Q1 | $2.12M | Buy |
23,476
+868
| +4% | +$78.2K | 0.45% | 54 |
|
|
2018
Q4 | $1.72M | Sell |
22,608
-4,261
| -16% | -$323K | 0.41% | 64 |
|
|
2018
Q3 | $2.26M | Sell |
26,869
-88
| -0.3% | -$7.41K | 0.48% | 53 |
|
|
2018
Q2 | $2.06M | Buy |
26,957
+354
| +1% | +$27K | 0.46% | 58 |
|
|
2018
Q1 | $1.96M | Buy |
26,603
+12,277
| +86% | +$904K | 0.45% | 58 |
|
|
2017
Q4 | $1.88M | Sell |
14,326
-540
| -4% | -$70.7K | 0.42% | 68 |
|
|
2017
Q3 | $1.89M | Buy |
14,866
+402
| +3% | +$51.1K | 0.62% | 47 |
|
|
2017
Q2 | $1.75M | Sell |
14,464
-726
| -5% | -$87.8K | 0.71% | 37 |
|
|
2017
Q1 | $1.74M | Sell |
15,190
-650
| -4% | -$74.4K | 0.58% | 49 |
|
|
2016
Q4 | $1.68M | Sell |
15,840
-1,201
| -7% | -$128K | 0.63% | 45 |
|
|
2016
Q3 | $1.7M | Buy |
17,041
+2,123
| +14% | +$212K | 0.67% | 36 |
|
|
2016
Q2 | $1.61M | Sell |
14,918
-744
| -5% | -$80.4K | 0.68% | 37 |
|
|
2016
Q1 | $1.61M | Buy |
15,662
+78
| +0.5% | +$8K | 0.71% | 36 |
|
|
2015
Q4 | $1.43M | Buy |
15,584
+209
| +1% | +$19.1K | 0.78% | 33 |
|
|
2015
Q3 | $1.33M | Buy |
15,375
+14,989
| +3,883% | +$1.3M | 0.78% | 31 |
|
|
2015
Q2 | $30K | Sell |
386
-50
| -11% | -$3.89K | 0.02% | 172 |
|
|
2015
Q1 | $34K | Buy |
436
+350
| +407% | +$27.3K | 0.03% | 163 |
|
|
2014
Q4 | $6K | Hold |
86
| – | – | ﹤0.01% | 255 |
|
|
2014
Q3 | $6K | Hold |
86
| – | – | 0.01% | 254 |
|
|
2014
Q2 | $5K | Hold |
86
| – | – | ﹤0.01% | 269 |
|
|
2014
Q1 | $5K | Buy |
+86
| New | +$5K | ﹤0.01% | 265 |
|