WMWM
FI icon

Whitaker-Myers Wealth Managers’s Fiserv FI Stock Holding History

Whitaker-Myers Wealth Managers’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 		– Sell
-1,220
Closed -$269K – 113
2025
Q1 		$269K Hold
1,220
– – 0.08% 98
2024
Q4 		$251K Hold
1,220
– – 0.07% 103
2024
Q3 		$219K Buy
+1,220
New +$219K 0.07% 101