CWM
Compass Wealth Management’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.68M | Buy |
32,953
+20
| +0.1% | +$3.45K | 1.35% | 23 |
|
|
2025
Q1 | $7.27M | Sell |
32,933
-1,035
| -3% | -$229K | 1.85% | 8 |
|
|
2024
Q4 | $6.98M | Sell |
33,968
-1,216
| -3% | -$250K | 1.68% | 12 |
|
|
2024
Q3 | $6.32M | Sell |
35,184
-650
| -2% | -$117K | 1.49% | 15 |
|
|
2024
Q2 | $5.34M | Sell |
35,834
-490
| -1% | -$73K | 1.32% | 21 |
|
|
2024
Q1 | $5.81M | Sell |
36,324
-330
| -0.9% | -$52.7K | 1.45% | 16 |
|
|
2023
Q4 | $4.87M | Sell |
36,654
-408
| -1% | -$54.2K | 1.36% | 19 |
|
|
2023
Q3 | $4.19M | Sell |
37,062
-5,333
| -13% | -$602K | 1.31% | 23 |
|
|
2023
Q2 | $5.35M | Buy |
42,395
+156
| +0.4% | +$19.7K | 1.62% | 12 |
|
|
2023
Q1 | $4.77M | Buy |
42,239
+1,139
| +3% | +$129K | 1.52% | 12 |
|
|
2022
Q4 | $4.15M | Buy |
+41,100
| New | +$4.15M | 1.36% | 20 |
|