Evermay Wealth Management LLC Fiserv Inc Transaction History

Evermay Wealth Management LLC

$661 Million
Q1 2024

A detailed history of Evermay Wealth Management LLC transactions in Fiserv Inc stock. As of the latest transaction made, Evermay Wealth Management LLC holds 859 shares of FISV stock, worth $107,546. This represents 0.02% of its overall portfolio holdings.

Number of Shares

859

Previous 882 2.61%

Holding current value

$107,546

Previous $110,000 2.73%

% of portfolio

0.02%

Previous 0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	N/A	-23 Reduced 2.61%	859 $107,000
Q4 2023 Feb 09, 2024	BUY	N/A	6 Added 0.68%	882 $110,000
Q3 2023 Nov 13, 2023	BUY	$123.51 - $130.06 $9,386 - $9,884	76 Added 9.5%	876 $109,000
Q2 2022 Aug 15, 2022	SELL	$88.38 - $104.74 $123,378 - $146,217	-1,396 Reduced 63.57%	800 $71,000
Q1 2022 May 16, 2022	SELL	$92.6 - $109.47 $20,372 - $24,083	-220 Reduced 9.11%	2,196 $223,000

Q3 2021 Nov 12, 2021	SELL	$106.21 - $119.11 $189,266 - $212,254	-1,782 Reduced 42.45%	2,416 $262,000
Q2 2021 Aug 13, 2021	SELL	$106.59 - $126.55 $76,744 - $91,116	-720 Reduced 14.64%	4,198 $449,000
Q1 2021 May 10, 2021	SELL	$102.69 - $124.13 $23,618 - $28,549	-230 Reduced 4.47%	4,918 $585,000
Q4 2020 Feb 16, 2021	SELL	$93.52 - $117.99 $66,492 - $83,890	-711 Reduced 12.14%	5,148 $586,000
Q3 2020 Nov 05, 2020	SELL	$93.06 - $104.07 $930 - $1,040	-10 Reduced 0.17%	5,859 $604,000
Q2 2020 Jul 20, 2020	SELL	$86.19 - $109.55 $28,011 - $35,603	-325 Reduced 5.25%	5,869 $573,000
Q1 2020 Apr 24, 2020	BUY	$77.0 - $123.89 $323,862 - $521,081	4,206 Added 211.57%	6,194 $588,000
Q3 2019 Oct 29, 2019	BUY	$92.51 - $108.7 $183,909 - $216,095	1,988 New	1,988 $206,000

Others Institutions Holding FISV

# of Institutions

1,759

Shares Held

519M

Call Options Held

1.5M

Put Options Held

1.81M

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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Evermay Wealth Management LLC Fiserv Inc Transaction History