Forvis Wealth Advisors, LLC Fiserv Inc Transaction History

Forvis Wealth Advisors, LLC

$3.96 Billion
Q2 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Fiserv Inc stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 23,599 shares of FISV stock, worth $2.95 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

23,599

Previous 22,207 6.27%

Holding current value

$2.95 Million

Previous $2.78 Million 6.26%

% of portfolio

0.07%

Previous 0.07%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	N/A	1,392 Added 6.27%	23,599 $2.95 Million
Q1 2024 Apr 19, 2024	SELL	N/A	-669 Reduced 2.92%	22,207 $2.78 Million
Q4 2023 Jan 11, 2024	SELL	N/A	-1,102 Reduced 4.6%	22,876 $2.86 Million
Q3 2023 Oct 25, 2023	SELL	$123.51 - $130.06 $1.93 Million - $2.03 Million	-15,644 Reduced 39.48%	23,978 $3 Million
Q2 2023 Aug 08, 2023	BUY	$111.59 - $126.15 $1.24 Million - $1.41 Million	11,148 Added 39.15%	39,622 $5 Million
Q1 2023 Apr 26, 2023	SELL	$99.4 - $118.26 $46,022 - $54,754	-463 Reduced 1.6%	28,474 $3.22 Million
Q4 2022 Feb 02, 2023	BUY	$94.02 - $105.46 $108,499 - $121,700	1,154 Added 4.15%	28,937 $2.92 Million
Q3 2022 Oct 13, 2022	BUY	$91.66 - $110.72 $473,148 - $571,536	5,162 Added 22.82%	27,783 $2.6 Million
Q2 2022 Jul 22, 2022	SELL	$88.38 - $104.74 $91,119 - $107,986	-1,031 Reduced 4.36%	22,621 $2.01 Million
Q1 2022 May 10, 2022	BUY	$92.6 - $109.47 $318,358 - $376,357	3,438 Added 17.01%	23,652 $2.4 Million
Q4 2021 Jan 14, 2022	SELL	$95.55 - $111.29 $115,519 - $134,549	-1,209 Reduced 5.64%	20,214 $2.1 Million
Q3 2021 Oct 14, 2021	BUY	$106.21 - $119.11 $168,873 - $189,384	1,590 Added 8.02%	21,423 $2.32 Million
Q2 2021 Jul 14, 2021	BUY	$106.59 - $126.55 $188,557 - $223,866	1,769 Added 9.79%	19,833 $2.12 Million
Q1 2021 Apr 23, 2021	SELL	$102.69 - $124.13 $552,882 - $668,315	-5,384 Reduced 22.96%	18,064 $2.15 Million
Q4 2020 Jan 22, 2021	BUY	$93.52 - $117.99 $151,595 - $191,261	1,621 Added 7.43%	23,448 $2.67 Million
Q3 2020 Nov 05, 2020	BUY	$93.06 - $104.07 $205,011 - $229,266	2,203 Added 11.23%	21,827 $2.25 Million
Q2 2020 Jul 15, 2020	BUY	$86.19 - $109.55 $755,541 - $960,315	8,766 Added 80.73%	19,624 $1.92 Million
Q1 2020 Apr 10, 2020	BUY	$77.0 - $123.89 $537,537 - $864,876	6,981 Added 180.06%	10,858 $1.03 Million
Q4 2019 Jan 13, 2020	BUY	$100.79 - $117.08 $102,906 - $119,538	1,021 Added 35.75%	3,877 $448,000
Q3 2019 Oct 29, 2019	BUY	$92.51 - $108.7 $25,070 - $29,457	271 Added 10.48%	2,856 $296,000
Q2 2019 Jul 10, 2019	SELL	$82.68 - $91.69 $61,100 - $67,758	-739 Reduced 22.23%	2,585 $236,000
Q1 2019 Apr 10, 2019	BUY	$70.11 - $88.28 $233,045 - $293,442	3,324 New	3,324 $293,000

Others Institutions Holding FISV

# of Institutions

1,794

Shares Held

514M

Call Options Held

1.66M

Put Options Held

1.3M

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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Forvis Wealth Advisors, LLC Fiserv Inc Transaction History