OWMIAS
SERV

One Wealth Management Investment & Advisory Services’s Serve Robotics SERV Stock Holding History

One Wealth Management Investment & Advisory Services’s Portfolio SERV Stock Details SERV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,380
Closed -$154K – 51
2024
Q4 		$154K Buy
+11,380
New +$154K 0.24% 43