Evergreen Wealth Solutions, LLC Fiserv Inc Transaction History

Evergreen Wealth Solutions, LLC

$147 Million
Q3 2024

A detailed history of Evergreen Wealth Solutions, LLC transactions in Fiserv Inc stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 3,585 shares of FISV stock, worth $448,842. This represents 0.31% of its overall portfolio holdings.

Number of Shares

3,585

Previous 4,140 13.41%

Holding current value

$448,842

Previous $518,000 13.51%

% of portfolio

0.31%

Previous 0.37%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	N/A	-555 Reduced 13.41%	3,585 $448,000
Q2 2024 Aug 14, 2024	SELL	N/A	-318 Reduced 7.13%	4,140 $518,000
Q1 2024 May 15, 2024	SELL	N/A	-336 Reduced 7.01%	4,458 $558,000
Q4 2023 Feb 07, 2024	BUY	N/A	178 Added 3.86%	4,794 $600,000
Q3 2023 Nov 13, 2023	SELL	$123.51 - $130.06 $23,219 - $24,451	-188 Reduced 3.91%	4,616 $577,000
Q2 2023 Aug 11, 2023	BUY	$111.59 - $126.15 $35,820 - $40,494	321 Added 7.16%	4,804 $606,000
Q1 2023 May 12, 2023	SELL	$99.4 - $118.26 $4,473 - $5,321	-45 Reduced 0.99%	4,483 $507,000
Q4 2022 Feb 14, 2023	BUY	$94.02 - $105.46 $27,829 - $31,216	296 Added 6.99%	4,528 $458,000
Q3 2022 Nov 14, 2022	SELL	$91.66 - $110.72 $165,721 - $200,181	-1,808 Reduced 29.93%	4,232 $396,000
Q2 2022 Aug 15, 2022	SELL	$88.38 - $104.74 $76,271 - $90,390	-863 Reduced 12.5%	6,040 $537,000
Q1 2022 Apr 22, 2022	BUY	$92.6 - $109.47 $16,945 - $20,033	183 Added 2.72%	6,903 $700,000
Q4 2021 Jan 19, 2022	BUY	$95.55 - $111.29 $642,096 - $747,868	6,720 New	6,720 $697,000

Others Institutions Holding FISV

# of Institutions

1,867

Shares Held

486M

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...

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Evergreen Wealth Solutions, LLC Fiserv Inc Transaction History