Jfs Wealth Advisors, LLC Fiserv Inc Transaction History

Jfs Wealth Advisors, LLC

$1.26 Billion
Q1 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Fiserv Inc stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 1,351 shares of FISV stock, worth $169,145. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,351

Previous 1,361 0.73%

Holding current value

$169,145

Previous $170,000 0.59%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	SELL	N/A	-10 Reduced 0.73%	1,351 $169,000
Q4 2023 Feb 07, 2024	BUY	N/A	27 Added 2.02%	1,361 $170,000
Q3 2023 Nov 02, 2023	BUY	$123.51 - $130.06 $141,542 - $149,048	1,146 Added 609.57%	1,334 $167,000
Q2 2023 Aug 07, 2023	SELL	$111.59 - $126.15 $446 - $504	-4 Reduced 2.08%	188 $23,000
Q1 2023 Apr 19, 2023	BUY	$99.4 - $118.26 $994 - $1,182	10 Added 5.49%	192 $21,000

Q4 2022 Feb 13, 2023	SELL	$94.02 - $105.46 $6,863 - $7,698	-73 Reduced 28.63%	182 $18,000
Q3 2022 Oct 21, 2022	SELL	$91.66 - $110.72 $26,764 - $32,330	-292 Reduced 53.38%	255 $24,000
Q2 2022 Aug 02, 2022	BUY	$88.38 - $104.74 $3,093 - $3,665	35 Added 6.84%	547 $49,000
Q1 2022 May 02, 2022	BUY	$92.6 - $109.47 $555 - $656	6 Added 1.19%	512 $52,000
Q4 2021 Feb 03, 2022	BUY	$95.55 - $111.29 $11,179 - $13,020	117 Added 30.08%	506 $53,000
Q2 2021 Aug 04, 2021	BUY	$106.59 - $126.55 $21,637 - $25,689	203 Added 109.14%	389 $42,000
Q1 2021 Apr 28, 2021	BUY	$102.69 - $124.13 $1,745 - $2,110	17 Added 10.06%	186 $22,000
Q4 2020 Feb 01, 2021	BUY	$93.52 - $117.99 $15,804 - $19,940	169 New	169 $19,000

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...

More about FISV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Account

Jfs Wealth Advisors, LLC Fiserv Inc Transaction History