PWM
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Pines Wealth Management’s Fiserv FI Stock Holding History

Pines 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
Q2 		$221K Sell
1,258
-402
-24% -$70.6K 0.08% 215
2025
Q1 		$325K Buy
+1,660
New +$325K 0.15% 149