A detailed history of Bsw Wealth Partners transactions in Fiserv Inc stock. As of the latest transaction made, Bsw Wealth Partners holds 3,069 shares of FISV stock, worth $384,238. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,069
Previous 2,821 8.79%
Holding current value
$384,238
Previous $353,000 8.78%
% of portfolio
0.06%
Previous 0.06%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

BUY
N/A
248 Added 8.79%
3,069 $384,000
Q1 2024

Apr 23, 2024

BUY
N/A
76 Added 2.77%
2,821 $353,000
Q4 2023

Jan 25, 2024

BUY
N/A
178 Added 6.93%
2,745 $343,000
Q3 2023

Oct 27, 2023

BUY
$123.51 - $130.06 $69,783 - $73,483
565 Added 28.22%
2,567 $321,000
Q2 2023

Aug 11, 2023

SELL
$111.59 - $126.15 $4,798 - $5,424
-43 Reduced 2.1%
2,002 $252,000
Q1 2023

May 15, 2023

BUY
$99.4 - $118.26 $203,273 - $241,841
2,045 New
2,045 $231,000
Q3 2022

Nov 14, 2022

BUY
$91.66 - $110.72 $20,715 - $25,022
226 Added 9.03%
2,728 $255,000
Q2 2022

Aug 15, 2022

BUY
$88.38 - $104.74 $20,592 - $24,404
233 Added 10.27%
2,502 $223,000
Q1 2022

May 16, 2022

BUY
$92.6 - $109.47 $210,109 - $248,387
2,269 New
2,269 $230,000
Q4 2021

Feb 14, 2022

SELL
$95.55 - $111.29 $258,462 - $301,039
-2,705 Closed
0 $0
Q3 2021

Nov 15, 2021

BUY
$106.21 - $119.11 $287,298 - $322,192
2,705 New
2,705 $293,000

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
Track This Portfolio

Track Bsw Wealth Partners Portfolio

Follow Bsw Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Bsw Wealth Partners with notifications on news.