Palumbo Wealth Management’s Fiserv FI Stock Holding History

Palumbo Wealth Management’s Portfolio FI Stock Details FI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.26M	Sell
2025 Q1	$4.19M	Buy
2024 Q4	$3.36M	Buy
2024 Q3	$2.65M	Buy
2024 Q2	$2.15M	Buy
2024 Q1	$2.14M	Buy
2023 Q4	$1.38M	Buy
2023 Q3	$1.12M	Buy
2023 Q2	$426K	Buy