HWA
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HCR Wealth Advisors’s Fiserv FI Stock Holding History

HCR Wealth Advisors’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 		– Sell
-992
Closed -$219K – 240
2025
Q1 		$219K Buy
992
+8
+0.8% +$1.77K 0.03% 215
2024
Q4 		$202K Buy
+984
New +$202K 0.03% 224