PWM
Palumbo Wealth Management’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.26M | Sell |
18,896
-62
| -0.3% | -$10.7K | 1.01% | 23 |
|
|
2025
Q1 | $4.19M | Buy |
18,958
+2,596
| +16% | +$573K | 1.4% | 19 |
|
|
2024
Q4 | $3.36M | Buy |
16,362
+1,601
| +11% | +$329K | 1.25% | 18 |
|
|
2024
Q3 | $2.65M | Buy |
14,761
+321
| +2% | +$57.7K | 1.03% | 26 |
|
|
2024
Q2 | $2.15M | Buy |
14,440
+1,052
| +8% | +$157K | 0.91% | 29 |
|
|
2024
Q1 | $2.14M | Buy |
13,388
+2,999
| +29% | +$479K | 0.96% | 27 |
|
|
2023
Q4 | $1.38M | Buy |
10,389
+491
| +5% | +$65.2K | 0.71% | 35 |
|
|
2023
Q3 | $1.12M | Buy |
9,898
+6,523
| +193% | +$737K | 0.62% | 39 |
|
|
2023
Q2 | $426K | Buy |
+3,375
| New | +$426K | 0.26% | 67 |
|