WMA
Wealth Management Associates’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Sell |
1,948
-2
| -0.1% | -$345 | 0.13% | 143 |
|
|
2025
Q1 | $431K | Hold |
1,950
| – | – | 0.18% | 104 |
|
|
2024
Q4 | $401K | Hold |
1,950
| – | – | 0.17% | 113 |
|
|
2024
Q3 | $350K | Buy |
1,950
+12
| +0.6% | +$2.16K | 0.15% | 137 |
|
|
2024
Q2 | $289K | Hold |
1,938
| – | – | 0.14% | 147 |
|
|
2024
Q1 | $289K | Hold |
1,938
| – | – | 0.14% | 147 |
|
|
2023
Q4 | $257K | Hold |
1,938
| – | – | 0.14% | 162 |
|
|
2023
Q3 | $219K | Hold |
1,938
| – | – | 0.13% | 166 |
|
|
2023
Q2 | $244K | Hold |
1,938
| – | – | 0.14% | 155 |
|
|
2023
Q1 | $219K | Buy |
+1,938
| New | +$219K | 0.14% | 171 |
|
|
2021
Q3 | – | Sell |
-4,359
| Closed | -$466K | – | 196 |
|
|
2021
Q2 | $466K | Hold |
4,359
| – | – | 0.26% | 101 |
|
|
2021
Q1 | $519K | Hold |
4,359
| – | – | 0.33% | 73 |
|
|
2020
Q4 | $496K | Buy |
4,359
+550
| +14% | +$62.6K | 0.33% | 75 |
|
|
2020
Q3 | $393K | Sell |
3,809
-100
| -3% | -$10.3K | 0.3% | 77 |
|
|
2020
Q2 | $382K | Hold |
3,909
| – | – | 0.32% | 75 |
|
|
2020
Q1 | $371K | Buy |
3,909
+240
| +7% | +$22.8K | 0.38% | 70 |
|
|
2019
Q4 | $424K | Sell |
3,669
-710
| -16% | -$82.1K | 0.3% | 81 |
|
|
2019
Q3 | $454K | Buy |
+4,379
| New | +$454K | 0.37% | 67 |
|