HWA
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HMV Wealth Advisors’s Fiserv FI Stock Holding History

HMV 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 		$204K Sell
1,182
-3,046
-72% -$525K 0.13% 79
2025
Q1 		$934K Hold
4,228
– – 0.74% 34
2024
Q4 		$869K Buy
+4,228
New +$869K 0.87% 31