A detailed history of Compass Wealth Management LLC transactions in Fiserv Inc stock. As of the latest transaction made, Compass Wealth Management LLC holds 35,834 shares of FISV stock, worth $4.49 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
35,834
Previous 36,324 1.35%
Holding current value
$4.49 Million
Previous $5.81 Billion 8.0%
% of portfolio
1.32%
Previous 1.45%

Shares

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

Jul 16, 2024

SELL
N/A
-490 Reduced 1.35%
35,834 $5.34 Billion
Q1 2024

Apr 05, 2024

SELL
N/A
-330 Reduced 0.9%
36,324 $5.81 Billion
Q4 2023

Jan 04, 2024

SELL
N/A
-408 Reduced 1.1%
36,654 $4.87 Billion
Q3 2023

Oct 25, 2023

SELL
$123.51 - $130.06 $658,678 - $693,609
-5,333 Reduced 12.58%
37,062 $4.19 Billion
Q2 2023

Jul 27, 2023

BUY
$111.59 - $126.15 $17,408 - $19,679
156 Added 0.37%
42,395 $5.35 Billion
Q1 2023

May 15, 2023

BUY
$99.4 - $118.26 $113,216 - $134,698
1,139 Added 2.77%
42,239 $4.77 Billion
Q4 2022

Feb 17, 2023

BUY
$94.02 - $105.46 $3.86 Million - $4.33 Million
41,100 New
41,100 $4.15 Billion

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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