NWM
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Napa Wealth Management’s Fiserv FI Stock Holding History

Napa 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
Q1 		– Sell
-5,129
Closed -$1.05M – 176
2024
Q4 		$1.05M Buy
+5,129
New +$1.05M 0.46% 56