JSW
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Journey Strategic Wealth’s Fiserv FI Stock Holding History

Journey Strategic Wealth’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 		$296K Buy
1,718
+103
+6% +$17.8K 0.01% 440
2025
Q1 		$357K Buy
1,615
+190
+13% +$42K 0.01% 293
2024
Q4 		$293K Buy
1,425
+58
+4% +$11.9K 0.01% 336
2024
Q3 		$246K Buy
+1,367
New +$246K 0.01% 390