CWM
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Centricity Wealth Management’s Fiserv FI Stock Holding History

Centricity Wealth Management’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 		$58.4K Sell
339
-45
-12% -$7.76K 0.05% 154
2025
Q1 		$84.8K Hold
384
– – 0.08% 123
2024
Q4 		$78.9K Buy
+384
New +$78.9K 0.07% 130