CWM
FISV

Congress Wealth Management’s Fiserv Inc FISV Stock Holding History

Congress Wealth Management’s Portfolio FISV Stock Details FISV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.81M Buy
16,317
+2,584
+19% +$469K 0.03% 500
2025
Q1 		$3.04M Buy
13,733
+10,027
+271% +$2.2M 0.04% 410
2024
Q4 		$761K Buy
3,706
+235
+7% +$48K 0.01% 564
2024
Q3 		$624K Buy
3,471
+431
+14% +$71.1K 0.01% 595
2024
Q2 		$453K Buy
3,040
+875
+40% +$132K 0.01% 548
2024
Q1 		$346K Sell
2,165
-620
-22% -$90.3K 0.01% 491
2023
Q4 		$370K Buy
2,785
+822
+42% +$101K 0.01% 502
2023
Q3 		$222K Sell
1,963
-907
-32% -$112K ﹤0.01% 568
2023
Q2 		$362K Buy
2,870
+662
+30% +$77.9K 0.01% 458
2023
Q1 		$250K Sell
2,208
-321
-13% -$35.3K 0.01% 508
2022
Q4 		$256K Buy
+2,529
New +$252K 0.01% 508
2022
Q3 		– Sell
-2,266
Closed -$202K – 554
2022
Q2 		$202K Sell
2,266
-98
-4% -$9.51K 0.01% 536
2022
Q1 		$240K Sell
2,364
-331
-12% -$33.5K 0.01% 553
2021
Q4 		$280K Buy
+2,695
New +$279K 0.01% 549

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
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Norges Bank
Norges Bank Oslo, Norway $935B AUM