GWM
Graybill Wealth Management’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.99M | Buy |
34,760
+1,632
| +5% | +$281K | 1.96% | 24 |
|
|
2025
Q1 | $7.32M | Buy |
+33,128
| New | +$7.32M | 2.51% | 11 |
|
|
2024
Q3 | $6.91M | Sell |
38,441
-652
| -2% | -$117K | 2.56% | 15 |
|
|
2024
Q2 | $5.83M | Buy |
39,093
+1,256
| +3% | +$187K | 2.36% | 14 |
|
|
2024
Q1 | $6.05M | Buy |
37,837
+20
| +0.1% | +$3.2K | 2.55% | 13 |
|
|
2023
Q4 | $5.02M | Sell |
37,817
-560
| -1% | -$74.4K | 2.22% | 20 |
|
|
2023
Q3 | $4.34M | Buy |
38,377
+455
| +1% | +$51.4K | 2.12% | 21 |
|
|
2023
Q2 | $4.78M | Sell |
37,922
-127
| -0.3% | -$16K | 2.27% | 19 |
|
|
2023
Q1 | $4.3M | Sell |
38,049
-314
| -0.8% | -$35.5K | 2.19% | 19 |
|
|
2022
Q4 | $3.88M | Buy |
38,363
+659
| +2% | +$66.6K | 2.1% | 22 |
|
|
2022
Q3 | $3.53M | Buy |
37,704
+690
| +2% | +$64.6K | 2.1% | 20 |
|
|
2022
Q2 | $3.29M | Sell |
37,014
-619
| -2% | -$55.1K | 1.82% | 28 |
|
|
2022
Q1 | $3.82M | Buy |
37,633
+7,253
| +24% | +$735K | 1.86% | 30 |
|
|
2021
Q4 | $3.15M | Buy |
30,380
+81
| +0.3% | +$8.41K | 1.43% | 38 |
|
|
2021
Q3 | $3.29M | Buy |
+30,299
| New | +$3.29M | 1.62% | 34 |
|
|
2017
Q1 | – | Sell |
-17,993
| Closed | -$1.91M | – | 46 |
|
|
2016
Q4 | $1.91M | Buy |
17,993
+415
| +2% | +$44.1K | 1.63% | 37 |
|
|
2016
Q3 | $1.75M | Sell |
17,578
-8,185
| -32% | -$814K | 1.62% | 38 |
|
|
2016
Q2 | $2.8M | Sell |
25,763
-590
| -2% | -$64.1K | 2.59% | 15 |
|
|
2016
Q1 | $2.7M | Sell |
26,353
-15
| -0.1% | -$1.54K | 2.44% | 20 |
|
|
2015
Q4 | $2.41M | Sell |
26,368
-980
| -4% | -$89.6K | 2.08% | 29 |
|
|
2015
Q3 | $2.37M | Sell |
27,348
-11,691
| -30% | -$1.01M | 1.94% | 29 |
|
|
2015
Q2 | $3.23M | Sell |
39,039
-1,455
| -4% | -$121K | 2.39% | 13 |
|
|
2015
Q1 | $3.22M | Sell |
40,494
-475
| -1% | -$37.7K | 2.41% | 13 |
|
|
2014
Q4 | $2.91M | Sell |
40,969
-40
| -0.1% | -$2.84K | 2.21% | 17 |
|
|
2014
Q3 | $2.65M | Sell |
41,009
-496
| -1% | -$32.1K | 2.03% | 27 |
|
|
2014
Q2 | $2.5M | Buy |
41,505
+130
| +0.3% | +$7.84K | 1.94% | 31 |
|
|
2014
Q1 | $2.35M | Buy |
41,375
+375
| +0.9% | +$21.3K | 1.93% | 29 |
|
|
2013
Q4 | $2.42M | Buy |
41,000
+20,297
| +98% | +$1.2M | 2.12% | 25 |
|
|
2013
Q3 | $2.09M | Sell |
20,703
-757
| -4% | -$76.5K | 1.79% | 29 |
|
|
2013
Q2 | $1.88M | Buy |
+21,460
| New | +$1.88M | 1.68% | 35 |
|