SWM
SERV

Spire Wealth Management’s Serve Robotics SERV Stock Holding History

Spire Wealth Management’s Portfolio SERV Stock Details SERV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.6K Hold
1,910
– – ﹤0.01% 1579
2026
Q1 		$16.1K Buy
1,910
+1,610
+537% +$17.4K ﹤0.01% 1489
2025
Q4 		$3.11K Hold
300
– – ﹤0.01% 2001
2025
Q3 		$3.48K Hold
300
– – ﹤0.01% 2046
2025
Q2 		$3.43K Hold
300
– – ﹤0.01% 2047
2025
Q1 		$1.72K Hold
300
– – ﹤0.01% 2303
2024
Q4 		$4.04K Buy
+300
New +$3.15K ﹤0.01% 2101

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IFG
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Wealth Enhancement Advisory Services
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FIA
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VWM
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GI
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SRCM
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CSB
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