CM Wealth Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $416K | Hold |
2,410
| – | – | 0.12% | 60 |
|
|
2025
Q1 | $532K | Hold |
2,410
| – | – | 0.17% | 53 |
|
|
2024
Q4 | $495K | Hold |
2,410
| – | – | 0.16% | 54 |
|
|
2024
Q3 | $433K | Hold |
2,410
| – | – | 0.14% | 56 |
|
|
2024
Q2 | $359K | Hold |
2,410
| – | – | 0.17% | 51 |
|
|
2024
Q1 | $369K | Hold |
2,410
| – | – | 0.11% | 111 |
|
|
2023
Q4 | $320K | Hold |
2,410
| – | – | 0.14% | 58 |
|
|
2023
Q3 | $294K | Hold |
2,410
| – | – | 0.11% | 63 |
|
|
2023
Q2 | $301K | Hold |
2,410
| – | – | 0.1% | 102 |
|
|
2023
Q1 | $285K | Hold |
2,410
| – | – | 0.06% | 324 |
|
|
2022
Q4 | $244K | Hold |
2,410
| – | – | 0.12% | 59 |
|
|
2022
Q3 | $226M | Hold |
2,410
| – | – | 0.13% | 64 |
|
|
2022
Q2 | $214K | Buy |
+2,410
| New | +$214K | 0.13% | 68 |
|