CWM
FI icon

Crowley Wealth Management’s Fiserv FI Stock Holding History

Crowley Wealth 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
Q2 		$144K Hold
836
– – 0.13% 90
2025
Q1 		$185K Hold
836
– – 0.18% 70
2024
Q4 		$172K Buy
+836
New +$172K 0.15% 73