Private Wealth Management Group’s Fiserv FI Stock Holding History

Private Wealth Management Group’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 Q3	$24.9K	Sell
2025 Q2	$41.4K	Buy
2025 Q1	$49K	Hold
2024 Q4	$45.6K	Hold
2024 Q3	$39.9K	Sell
2024 Q2	$33.2K	Hold
2024 Q1	$35.6K	Sell
2023 Q4	$30K	Buy