A detailed history of Jgp Wealth Management, LLC transactions in Fiserv Inc stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 7,765 shares of FISV stock, worth $972,178. This represents 0.14% of its overall portfolio holdings.

Number of Shares
7,765
Previous 7,476 3.87%
Holding current value
$972,178
Previous $935,000 3.96%
% of portfolio
0.14%
Previous 0.14%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

BUY
N/A
289 Added 3.87%
7,765 $972,000
Q1 2024

Apr 24, 2024

BUY
N/A
4,039 Added 117.52%
7,476 $935,000
Q4 2023

Jan 10, 2024

BUY
N/A
474 Added 16.0%
3,437 $430,000
Q3 2023

Oct 19, 2023

BUY
$123.51 - $130.06 $247 - $260
2 Added 0.07%
2,963 $370,000
Q1 2023

Apr 14, 2023

BUY
$99.4 - $118.26 $894 - $1,064
9 Added 0.3%
2,961 $334,000
Q4 2022

Feb 09, 2023

SELL
$94.02 - $105.46 $9,025 - $10,124
-96 Reduced 3.15%
2,952 $298,000
Q3 2022

Oct 14, 2022

BUY
$91.66 - $110.72 $8,341 - $10,075
91 Added 3.08%
3,048 $301,000
Q2 2022

Jul 19, 2022

BUY
$88.38 - $104.74 $3,004 - $3,561
34 Added 1.16%
2,957 $278,000
Q1 2022

Apr 20, 2022

BUY
$92.6 - $109.47 $2,500 - $2,955
27 Added 0.93%
2,923 $294,000
Q4 2021

Jan 18, 2022

BUY
$95.55 - $111.29 $1,146 - $1,335
12 Added 0.42%
2,896 $314,000
Q2 2018

Aug 10, 2018

BUY
$68.99 - $76.49 $198,967 - $220,597
2,884 New
2,884 $214,000

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
Track This Portfolio

Track Jgp Wealth Management, LLC Portfolio

Follow Jgp Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Jgp Wealth Management, LLC with notifications on news.