A detailed history of Confluence Wealth Services, Inc. transactions in Fiserv Inc stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 3,096 shares of FISV stock, worth $387,619. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,096
Previous 4,263 27.38%
Holding current value
$387,619
Previous $533,000 27.39%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 29, 2024

SELL
N/A
-1,167 Reduced 27.38%
3,096 $387,000
Q2 2024

Jul 31, 2024

BUY
N/A
214 Added 5.29%
4,263 $533,000
Q1 2024

Apr 22, 2024

SELL
N/A
-145 Reduced 3.46%
4,049 $506,000
Q4 2023

Jan 25, 2024

BUY
N/A
1,079 Added 34.64%
4,194 $525,000
Q3 2023

Nov 01, 2023

SELL
$123.51 - $130.06 $9,510 - $10,014
-77 Reduced 2.41%
3,115 $389,000
Q2 2023

Aug 01, 2023

SELL
$111.59 - $126.15 $4,909 - $5,550
-44 Reduced 1.36%
3,192 $402,000
Q1 2023

May 11, 2023

BUY
$99.4 - $118.26 $8,349 - $9,933
84 Added 2.66%
3,236 $365,000
Q4 2022

Feb 10, 2023

BUY
$94.02 - $105.46 $296,351 - $332,409
3,152 New
3,152 $318,000
Q1 2022

Apr 26, 2022

SELL
$92.6 - $109.47 $80,654 - $95,348
-871 Closed
0 $0
Q4 2021

Feb 10, 2022

BUY
$95.55 - $111.29 $83,224 - $96,933
871 New
871 $90,000

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 Confluence Wealth Services, Inc. Portfolio

Follow Confluence Wealth Services, Inc. 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 Confluence Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Confluence Wealth Services, Inc. with notifications on news.