Wetzel Investment Advisors’s Fiserv FI Stock Holding History

Wetzel Investment 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	–	Sell
2025 Q1	$299K	Sell
2024 Q4	$289K	Hold
2024 Q3	$252K	Buy
2024 Q2	$194K	Sell
2024 Q1	$216K	Sell
2023 Q4	$199K	Buy