MWA
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Muirfield Wealth Advisors’s Fiserv FI Stock Holding History

Muirfield 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 		– Sell
-1,071
Closed -$237K – 73
2025
Q1 		$237K Buy
1,071
+46
+4% +$10.2K 0.2% 65
2024
Q4 		$211K Buy
+1,025
New +$211K 0.17% 65