Bergan Kdv Wealth Management, LLC Fiserv Inc Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Fiserv Inc stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 12,030 shares of FISV stock, worth $1.51 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

12,030

Previous 12,832 6.25%

Holding current value

$1.51 Million

Previous $1.45 Million 4.62%

% of portfolio

0.15%

Previous 0.15%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	SELL	$111.59 - $126.15 $89,495 - $101,172	-802 Reduced 6.25%	12,030 $1.52 Million
Q1 2023 Apr 27, 2023	BUY	$99.4 - $118.26 $53,576 - $63,742	539 Added 4.38%	12,832 $1.45 Million
Q4 2022 Jan 31, 2023	SELL	$94.02 - $105.46 $3,948 - $4,429	-42 Reduced 0.34%	12,293 $1.24 Million
Q3 2022 Oct 24, 2022	SELL	$91.66 - $110.72 $37,122 - $44,841	-405 Reduced 3.18%	12,335 $1.15 Million
Q2 2022 Jul 13, 2022	BUY	$88.38 - $104.74 $47,901 - $56,769	542 Added 4.44%	12,740 $1.13 Million
Q1 2022 May 09, 2022	BUY	$92.6 - $109.47 $65,005 - $76,847	702 Added 6.11%	12,198 $1.24 Million
Q4 2021 Jan 28, 2022	SELL	$95.55 - $111.29 $19,969 - $23,259	-209 Reduced 1.79%	11,496 $1.19 Million
Q3 2021 Nov 12, 2021	BUY	$106.21 - $119.11 $153,898 - $172,590	1,449 Added 14.13%	11,705 $1.27 Million
Q2 2021 Aug 10, 2021	BUY	$106.59 - $126.55 $16,521 - $19,615	155 Added 1.53%	10,256 $1.1 Million
Q1 2021 May 11, 2021	SELL	$102.69 - $124.13 $8,317 - $10,054	-81 Reduced 0.8%	10,101 $1.2 Million
Q4 2020 Feb 04, 2021	BUY	$93.52 - $117.99 $40,681 - $51,325	435 Added 4.46%	10,182 $1.16 Million
Q3 2020 Nov 05, 2020	BUY	$93.06 - $104.07 $849,916 - $950,471	9,133 Added 1487.46%	9,747 $1 Million
Q2 2020 Aug 13, 2020	SELL	$86.19 - $109.55 $1,120 - $1,424	-13 Reduced 2.07%	614 $60,000
Q4 2019 Feb 10, 2020	BUY	$100.79 - $117.08 $2,721 - $3,161	27 Added 4.5%	627 $73,000
Q1 2019 May 09, 2019	SELL	$70.11 - $88.28 $9,675 - $12,182	-138 Reduced 18.7%	600 $53,000
Q4 2018 Feb 01, 2019	SELL	$69.0 - $81.85 $12,420 - $14,732	-180 Reduced 19.61%	738 $54,000
Q2 2018 Jul 23, 2018	BUY	$68.99 - $76.49 $63,332 - $70,217	918 New	918 $68,000

Others Institutions Holding FISV

# of Institutions

1,866

Shares Held

487M

Call Options Held

1.79M

Put Options Held

1.68M

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 Bergan Kdv Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bergan Kdv Wealth Management, LLC with notifications on news.

Account

Bergan Kdv Wealth Management, LLC Fiserv Inc Transaction History