LWAM
Legacy Wealth Asset Management’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $651K | Buy |
3,777
+38
| +1% | +$6.55K | 0.17% | 193 |
|
|
2025
Q1 | $826K | Sell |
3,739
-60
| -2% | -$13.3K | 0.23% | 114 |
|
|
2024
Q4 | $780K | Sell |
3,799
-173
| -4% | -$35.5K | 0.21% | 128 |
|
|
2024
Q3 | $714K | Sell |
3,972
-8
| -0.2% | -$1.44K | 0.19% | 161 |
|
|
2024
Q2 | $593K | Sell |
3,980
-574
| -13% | -$85.5K | 0.17% | 194 |
|
|
2024
Q1 | $728K | Buy |
4,554
+4
| +0.1% | +$639 | 0.2% | 144 |
|
|
2023
Q4 | $604K | Sell |
4,550
-11
| -0.2% | -$1.46K | 0.2% | 170 |
|
|
2023
Q3 | $515K | Buy |
4,561
+17
| +0.4% | +$1.92K | 0.19% | 191 |
|
|
2023
Q2 | $573K | Sell |
4,544
-21
| -0.5% | -$2.65K | 0.2% | 175 |
|
|
2023
Q1 | $516K | Sell |
4,565
-5
| -0.1% | -$565 | 0.19% | 185 |
|
|
2022
Q4 | $462K | Buy |
4,570
+70
| +2% | +$7.08K | 0.18% | 198 |
|
|
2022
Q3 | $421K | Buy |
+4,500
| New | +$421K | 0.18% | 197 |
|