LWM
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Laidlaw Wealth Management’s Fiserv FI Stock Holding History

Laidlaw Wealth Management’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
-1,297
Closed -$286K – 56
2025
Q1 		$286K Buy
+1,297
New +$286K 0.84% 31