Waverly Advisors’s Fiserv FI Stock Holding History

Waverly Advisors’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	$1.26M	Sell
2025 Q1	$1.74M	Buy
2024 Q4	$1.54M	Buy
2024 Q3	$317K	Sell
2024 Q2	$285K	Sell
2024 Q1	$318K	Buy
2018 Q1	–	Sell
2017 Q4	$46K	Buy
2015 Q4	–	Sell
2015 Q3	$35K	Buy