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Whipplewood Advisors’s Fiserv FI Stock Holding History

Whipplewood Advisors’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$16.6K Buy
96
+12
+14% +$2.07K 0.01% 497
2025
Q1 		$21K Sell
84
-9
-10% -$2.25K 0.01% 444
2024
Q4 		$19.1K Buy
+93
New +$19.1K 0.01% 450