A detailed history of Avitas Wealth Management LLC transactions in Fiserv Inc stock. As of the latest transaction made, Avitas Wealth Management LLC holds 2,097 shares of FISV stock, worth $262,544. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,097
Previous 2,262 7.29%
Holding current value
$262,544
Previous $283,000 7.42%
% of portfolio
0.04%
Previous 0.04%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

SELL
N/A
-165 Reduced 7.29%
2,097 $262,000
Q2 2024

Jul 24, 2024

SELL
N/A
-127 Reduced 5.32%
2,262 $283,000
Q1 2024

Apr 24, 2024

SELL
N/A
-25 Reduced 1.04%
2,389 $299,000
Q4 2023

Jan 24, 2024

SELL
N/A
-15 Reduced 0.62%
2,414 $302,000
Q3 2023

Nov 02, 2023

BUY
$123.51 - $130.06 $300,005 - $315,915
2,429 New
2,429 $304,000
Q1 2019

May 01, 2019

SELL
$70.11 - $88.28 $3.34 Million - $4.21 Million
-47,647 Closed
0 $0
Q4 2018

Feb 08, 2019

BUY
$69.0 - $81.85 $8,556 - $10,149
124 Added 0.26%
47,647 $3.5 Million
Q3 2018

Nov 13, 2018

BUY
$74.42 - $82.38 $122,569 - $135,679
1,647 Added 3.59%
47,523 $3.92 Million
Q2 2018

Aug 13, 2018

BUY
$68.99 - $76.49 $3.16 Million - $3.51 Million
45,876 New
45,876 $3.4 Million

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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