MAWA
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Moss Adams Wealth Advisors’s Fiserv FI Stock Holding History

Moss Adams 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 		$310K Sell
1,800
-291
-14% -$50.2K 0.03% 188
2025
Q1 		$462K Sell
2,091
-455
-18% -$100K 0.05% 114
2024
Q4 		$523K Buy
2,546
+38
+2% +$7.81K 0.06% 97
2024
Q3 		$451K Buy
+2,508
New +$451K 0.05% 101