A detailed history of Marcum Wealth, LLC transactions in Fiserv Inc stock. As of the latest transaction made, Marcum Wealth, LLC holds 1,893 shares of FISV stock, worth $237,003. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,893
Previous 1,861 1.72%
Holding current value
$237,003
Previous $232,000 2.16%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jul 02, 2024

BUY
N/A
32 Added 1.72%
1,893 $237,000
Q1 2024

Apr 10, 2024

SELL
N/A
-4 Reduced 0.21%
1,861 $232,000
Q4 2023

Jan 10, 2024

SELL
N/A
-264 Reduced 12.4%
1,865 $233,000
Q3 2023

Oct 10, 2023

SELL
$123.51 - $130.06 $1,852 - $1,950
-15 Reduced 0.7%
2,129 $266,000
Q2 2023

Jul 13, 2023

SELL
$111.59 - $126.15 $12,609 - $14,254
-113 Reduced 5.01%
2,144 $270,000
Q1 2023

Apr 19, 2023

BUY
$99.4 - $118.26 $4,771 - $5,676
48 Added 2.17%
2,257 $255,000
Q4 2022

Jan 12, 2023

SELL
$94.02 - $105.46 $22,752 - $25,521
-242 Reduced 9.87%
2,209 $0
Q3 2022

Oct 11, 2022

BUY
$91.66 - $110.72 $824 - $996
9 Added 0.37%
2,451 $229,000
Q2 2022

Jul 14, 2022

SELL
$88.38 - $104.74 $13,522 - $16,025
-153 Reduced 5.9%
2,442 $217,000
Q1 2022

Apr 20, 2022

BUY
$92.6 - $109.47 $50,004 - $59,113
540 Added 26.28%
2,595 $263,000
Q4 2021

Feb 01, 2022

BUY
$95.55 - $111.29 $1,719 - $2,003
18 Added 0.88%
2,055 $213,000
Q3 2021

Nov 08, 2021

BUY
$106.21 - $119.11 $216,349 - $242,627
2,037 New
2,037 $221,000
Q2 2021

Aug 10, 2021

SELL
$106.59 - $126.55 $185,146 - $219,817
-1,737 Closed
0 $0
Q1 2021

May 11, 2021

BUY
$102.69 - $124.13 $178,372 - $215,613
1,737 New
1,737 $207,000

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 Marcum Wealth, LLC Portfolio

Follow Marcum Wealth, 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 Marcum Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marcum Wealth, LLC with notifications on news.