Avantax Advisory Services, Inc. Fiserv Inc Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Fiserv Inc stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 25,634 shares of FISV stock, worth $3.21 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

25,634

Previous 24,223 5.83%

Holding current value

$3.21 Million

Previous $3.03 Million 5.84%

% of portfolio

0.02%

Previous 0.02%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	N/A	1,411 Added 5.83%	25,634 $3.21 Million
Q4 2024 Feb 07, 2025	BUY	N/A	697 Added 2.96%	24,223 $3.03 Million
Q3 2024 Nov 13, 2024	BUY	N/A	1,462 Added 6.63%	23,526 $2.95 Million
Q2 2024 Aug 09, 2024	BUY	N/A	12,627 Added 133.8%	22,064 $2.76 Million
Q1 2024 May 08, 2024	SELL	N/A	-851 Reduced 8.27%	9,437 $1.18 Million
Q4 2023 Feb 07, 2024	BUY	N/A	75 Added 0.73%	10,288 $1.29 Million
Q3 2023 Nov 07, 2023	SELL	$123.51 - $130.06 $6,299 - $6,633	-51 Reduced 0.5%	10,213 $1.28 Million
Q2 2023 Aug 11, 2023	SELL	$111.59 - $126.15 $153,436 - $173,456	-1,375 Reduced 11.81%	10,264 $1.29 Million
Q1 2023 Apr 28, 2023	BUY	$99.4 - $118.26 $265,497 - $315,872	2,671 Added 29.78%	11,639 $1.32 Million
Q4 2022 Feb 13, 2023	BUY	$94.02 - $105.46 $19,838 - $22,252	211 Added 2.41%	8,968 $906,000
Q3 2022 Nov 01, 2022	SELL	$91.66 - $110.72 $6,782 - $8,193	-74 Reduced 0.84%	8,757 $819,000
Q2 2022 Aug 02, 2022	BUY	$88.38 - $104.74 $468,325 - $555,017	5,299 Added 150.03%	8,831 $786,000
Q1 2022 Apr 27, 2022	BUY	$92.6 - $109.47 $41,670 - $49,261	450 Added 14.6%	3,532 $357,000
Q4 2021 Jan 24, 2022	BUY	$95.55 - $111.29 $24,843 - $28,935	260 Added 9.21%	3,082 $320,000
Q3 2021 Oct 21, 2021	BUY	$106.21 - $119.11 $10,939 - $12,268	103 Added 3.79%	2,822 $307,000
Q2 2021 Jul 29, 2021	BUY	$106.59 - $126.55 $8,420 - $9,997	79 Added 2.99%	2,719 $292,000
Q1 2021 May 13, 2021	BUY	$102.69 - $124.13 $1,026 - $1,241	10 Added 0.38%	2,640 $316,000
Q4 2020 Jan 22, 2021	SELL	$93.52 - $117.99 $239,598 - $302,290	-2,562 Reduced 49.35%	2,630 $300,000
Q3 2020 Oct 14, 2020	BUY	$93.06 - $104.07 $161,738 - $180,873	1,738 Added 50.32%	5,192 $538,000
Q2 2020 Aug 06, 2020	SELL	$86.19 - $109.55 $8,446 - $10,735	-98 Reduced 2.76%	3,454 $337,000
Q1 2020 Apr 30, 2020	BUY	$77.0 - $123.89 $20,482 - $32,954	266 Added 8.09%	3,552 $336,000
Q4 2019 Feb 14, 2020	BUY	$100.79 - $117.08 $331,195 - $384,724	3,286 New	3,286 $380,000

Others Institutions Holding FISV

# of Institutions

2,126

Shares Held

507M

Call Options Held

2.07M

Put Options Held

1.4M

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...

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Avantax Advisory Services, Inc. Fiserv Inc Transaction History