Congress Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81M | Buy |
16,317
+2,584
| +19% | +$446K | 0.03% | 500 |
|
|
2025
Q1 | $3.04M | Buy |
13,733
+10,027
| +271% | +$2.22M | 0.04% | 410 |
|
|
2024
Q4 | $761K | Buy |
3,706
+235
| +7% | +$48.3K | 0.01% | 564 |
|
|
2024
Q3 | $624K | Buy |
3,471
+431
| +14% | +$77.4K | 0.01% | 595 |
|
|
2024
Q2 | $453K | Buy |
3,040
+875
| +40% | +$130K | 0.01% | 548 |
|
|
2024
Q1 | $346K | Sell |
2,165
-620
| -22% | -$99.1K | 0.01% | 491 |
|
|
2023
Q4 | $370K | Buy |
2,785
+822
| +42% | +$109K | 0.01% | 502 |
|
|
2023
Q3 | $222K | Sell |
1,963
-907
| -32% | -$102K | ﹤0.01% | 568 |
|
|
2023
Q2 | $362K | Buy |
2,870
+662
| +30% | +$83.5K | 0.01% | 458 |
|
|
2023
Q1 | $250K | Sell |
2,208
-321
| -13% | -$36.3K | 0.01% | 508 |
|
|
2022
Q4 | $256K | Buy |
+2,529
| New | +$256K | 0.01% | 508 |
|
|
2022
Q3 | – | Sell |
-2,266
| Closed | -$202K | – | 554 |
|
|
2022
Q2 | $202K | Sell |
2,266
-98
| -4% | -$8.74K | 0.01% | 536 |
|
|
2022
Q1 | $240K | Sell |
2,364
-331
| -12% | -$33.6K | 0.01% | 553 |
|
|
2021
Q4 | $280K | Buy |
+2,695
| New | +$280K | 0.01% | 546 |
|