A detailed history of Heritage Wealth Advisors transactions in Fiserv Inc stock. As of the latest transaction made, Heritage Wealth Advisors holds 3,550 shares of FISV stock, worth $444,460. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,550
Previous 3,601 1.42%
Holding current value
$444,460
Previous $450,000 1.33%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

SELL
N/A
-51 Reduced 1.42%
3,550 $444,000
Q4 2023

Feb 09, 2024

BUY
N/A
51 Added 1.44%
3,601 $450,000
Q3 2023

Nov 08, 2023

SELL
$123.51 - $130.06 $34,335 - $36,156
-278 Reduced 7.26%
3,550 $444,000
Q2 2023

Aug 09, 2023

BUY
$111.59 - $126.15 $3,124 - $3,532
28 Added 0.74%
3,828 $482,000
Q3 2022

Nov 10, 2022

BUY
$91.66 - $110.72 $274,980 - $332,160
3,000 Added 375.0%
3,800 $356,000
Q2 2021

Aug 09, 2021

BUY
$106.59 - $126.55 $85,272 - $101,240
800 New
800 $85,000
Q2 2021

Jul 27, 2021

SELL
$106.59 - $126.55 $85,272 - $101,240
-800 Closed
0 $0
Q1 2021

Apr 27, 2021

BUY
$102.69 - $124.13 $82,152 - $99,304
800 New
800 $95,000
Q1 2020

May 05, 2020

SELL
$77.0 - $123.89 $2,156 - $3,468
-28 Closed
0 $0
Q4 2019

Feb 04, 2020

BUY
$100.79 - $117.08 $2,822 - $3,278
28 New
28 $3,000

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
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