A detailed history of Congress Wealth Management LLC transactions in Fiserv Inc stock. As of the latest transaction made, Congress Wealth Management LLC holds 3,040 shares of FISV stock, worth $380,608. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,040
Previous 2,165 40.42%
Holding current value
$380,608
Previous $271,000 40.22%
% of portfolio
0.01%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
N/A
875 Added 40.42%
3,040 $380,000
Q1 2024

Apr 18, 2024

SELL
N/A
-620 Reduced 22.26%
2,165 $271,000
Q4 2023

Feb 09, 2024

BUY
N/A
822 Added 41.87%
2,785 $348,000
Q3 2023

Oct 30, 2023

SELL
$123.51 - $130.06 $112,023 - $117,964
-907 Reduced 31.6%
1,963 $245,000
Q2 2023

Jul 13, 2023

BUY
$111.59 - $126.15 $73,872 - $83,511
662 Added 29.98%
2,870 $362,000
Q1 2023

Apr 14, 2023

SELL
$99.4 - $118.26 $31,907 - $37,961
-321 Reduced 12.69%
2,208 $249,000
Q4 2022

Feb 02, 2023

BUY
$94.02 - $105.46 $237,776 - $266,708
2,529 New
2,529 $255,000
Q2 2022

Aug 11, 2022

SELL
$88.38 - $104.74 $8,661 - $10,264
-98 Reduced 4.15%
2,266 $202,000
Q1 2022

May 16, 2022

SELL
$92.6 - $109.47 $30,650 - $36,234
-331 Reduced 12.28%
2,364 $240,000
Q4 2021

Feb 04, 2022

BUY
$95.55 - $111.29 $257,507 - $299,926
2,695 New
2,695 $280,000

Others Institutions Holding FISV

About FISERV INC


  • Ticker FISV
  • Exchange NASDAQ
  • Sector Technology
  • Industry Information Technology Services
  • Shares Outstandng 635,027,968
  • Market Cap $79.5B
  • Description
  • Fiserv, Inc., together with its subsidiaries, provides payment and financial services technology worldwide. The company operates through Acceptance, Fintech, and Payments segments. The Acceptance segment provides point-of-sale merchant acquiring and digital commerce services; mobile payment services; security and fraud protection products; Carat...
More about FISV
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