Bdo Wealth Advisors, LLC Fiserv Inc Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Fiserv Inc stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 32,791 shares of FISV stock, worth $4.11 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

32,791

Previous 33,016 0.68%

Holding current value

$4.11 Million

Previous $3.73 Million 10.85%

% of portfolio

0.48%

Previous 0.46%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 01, 2023	SELL	$111.59 - $126.15 $25,107 - $28,383	-225 Reduced 0.68%	32,791 $4.14 Million
Q1 2023 May 09, 2023	SELL	$99.4 - $118.26 $88,068 - $104,778	-886 Reduced 2.61%	33,016 $3.73 Million
Q4 2022 Jan 27, 2023	BUY	$94.02 - $105.46 $170,740 - $191,515	1,816 Added 5.66%	33,902 $0
Q3 2022 Nov 02, 2022	SELL	$91.66 - $110.72 $13,290 - $16,054	-145 Reduced 0.45%	32,086 $3 Million
Q2 2022 Aug 25, 2022	BUY	$88.38 - $104.74 $88,380 - $104,740	1,000 Added 3.2%	32,231 $2.87 Million
Q1 2022 May 06, 2022	BUY	$92.6 - $109.47 $239,556 - $283,198	2,587 Added 9.03%	31,231 $3.17 Million
Q4 2021 Feb 11, 2022	BUY	$95.55 - $111.29 $24,174 - $28,156	253 Added 0.89%	28,644 $2.97 Million
Q3 2021 Nov 09, 2021	BUY	$106.21 - $119.11 $126,496 - $141,860	1,191 Added 4.38%	28,391 $3.08 Million
Q2 2021 Sep 03, 2021	BUY	$106.59 - $126.55 $138,567 - $164,515	1,300 Added 5.02%	27,200 $2.91 Million
Q1 2021 May 14, 2021	SELL	$102.69 - $124.13 $17,765 - $21,474	-173 Reduced 0.66%	25,900 $3.08 Million
Q4 2020 Feb 12, 2021	BUY	$93.52 - $117.99 $28,804 - $36,340	308 Added 1.2%	26,073 $2.97 Million
Q3 2020 Nov 12, 2020	SELL	$93.06 - $104.07 $70,632 - $78,989	-759 Reduced 2.86%	25,765 $2.66 Million
Q2 2020 Aug 14, 2020	BUY	$86.19 - $109.55 $47,232 - $60,033	548 Added 2.11%	26,524 $2.59 Million
Q1 2020 May 15, 2020	BUY	$77.0 - $123.89 $112,497 - $181,003	1,461 Added 5.96%	25,976 $2.47 Million
Q4 2019 Feb 14, 2020	SELL	$100.79 - $117.08 $130,523 - $151,618	-1,295 Reduced 5.02%	24,515 $2.84 Million
Q3 2019 Nov 12, 2019	SELL	$92.51 - $108.7 $7,308 - $8,587	-79 Reduced 0.31%	25,810 $2.67 Million
Q2 2019 Aug 09, 2019	SELL	$82.68 - $91.69 $14,634 - $16,229	-177 Reduced 0.68%	25,889 $2.36 Million
Q1 2019 May 15, 2019	BUY	$70.11 - $88.28 $78,523 - $98,873	1,120 Added 4.49%	26,066 $2.3 Million
Q4 2018 Feb 14, 2019	SELL	$69.0 - $81.85 $86,250 - $102,312	-1,250 Reduced 4.77%	24,946 $1.83 Million
Q3 2018 Nov 07, 2018	BUY	$74.42 - $82.38 $28,651 - $31,716	385 Added 1.49%	26,196 $2.16 Million
Q2 2018 Aug 27, 2018	BUY	$68.99 - $76.49 $58,641 - $65,016	850 Added 3.41%	25,811 $1.91 Million
Q1 2018 May 23, 2018	BUY	$64.58 - $74.22 $823,653 - $946,601	12,754 Added 104.48%	24,961 $1.78 Million
Q4 2017 Feb 14, 2018	BUY	$62.76 - $66.17 $3,138 - $3,308	50 Added 0.41%	12,207 $1.6 Million
Q3 2017 Nov 08, 2017	BUY	$60.18 - $64.64 $731,608 - $785,828	12,157	12,157 $1.57 Million

Others Institutions Holding FISV

# of Institutions

1,794

Shares Held

514M

Call Options Held

1.66M

Put Options Held

1.3M

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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Bdo Wealth Advisors, LLC Fiserv Inc Transaction History