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Mowery & Schoenfeld Wealth Management’s Fiserv FI Stock Holding History

Mowery & Schoenfeld 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 		$34.1K Hold
198
– – 0.05% 142
2025
Q1 		$43.7K Hold
198
– – 0.09% 141
2024
Q4 		$40.7K Buy
198
+98
+98% +$20.1K 0.08% 123
2024
Q3 		$18K Buy
+100
New +$18K 0.03% 156