WAM
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Worth Asset Management’s Fiserv FI Stock Holding History

Worth Asset Management’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
Q1 		– Sell
-10,834
Closed -$2.23M – 150
2024
Q4 		$2.23M Buy
+10,834
New +$2.23M 1.19% 22