9258 Wealth Management, LLC Fiserv Inc Transaction History

9258 Wealth Management, LLC

$664 Million
Q3 2024

A detailed history of 9258 Wealth Management, LLC transactions in Fiserv Inc stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 4,486 shares of FISV stock, worth $561,647. This represents 0.08% of its overall portfolio holdings.

Number of Shares

4,486

Previous 4,716 4.88%

Holding current value

$561,647

Previous $590,000 4.92%

% of portfolio

0.08%

Previous 0.09%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	N/A	-230 Reduced 4.88%	4,486 $561,000
Q2 2024 Aug 02, 2024	BUY	N/A	432 Added 10.08%	4,716 $590,000
Q1 2024 May 03, 2024	BUY	N/A	128 Added 3.08%	4,284 $536,000
Q3 2023 Nov 08, 2023	BUY	$123.51 - $130.06 $31,989 - $33,685	259 Added 6.65%	4,156 $520,000
Q2 2023 Aug 08, 2023	BUY	$111.59 - $126.15 $62,601 - $70,770	561 Added 16.82%	3,897 $491,000
Q1 2023 May 03, 2023	BUY	$99.4 - $118.26 $31,311 - $37,251	315 Added 10.43%	3,336 $377,000
Q4 2022 Feb 03, 2023	SELL	$94.02 - $105.46 $100,319 - $112,525	-1,067 Reduced 26.1%	3,021 $305,000
Q3 2022 Nov 08, 2022	SELL	$91.66 - $110.72 $31,256 - $37,755	-341 Reduced 7.7%	4,088 $383,000
Q2 2022 Aug 04, 2022	BUY	$88.38 - $104.74 $56,386 - $66,824	638 Added 16.83%	4,429 $394,000
Q1 2022 May 13, 2022	BUY	$92.6 - $109.47 $101,860 - $120,417	1,100 Added 40.88%	3,791 $384,000
Q4 2021 Feb 11, 2022	BUY	$95.55 - $111.29 $5,350 - $6,232	56 Added 2.13%	2,691 $279,000
Q3 2021 Nov 12, 2021	BUY	$106.21 - $119.11 $37,067 - $41,569	349 Added 15.27%	2,635 $286,000
Q2 2021 Aug 13, 2021	BUY	$106.59 - $126.55 $243,664 - $289,293	2,286 New	2,286 $244,000

Others Institutions Holding FISV

# of Institutions

1,850

Shares Held

510M

Call Options Held

1.66M

Put Options Held

1.33M

View Full List

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of 9258 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 9258 Wealth Management, LLC with notifications on news.

Account

9258 Wealth Management, LLC Fiserv Inc Transaction History