A detailed history of Monterey Private Wealth, Inc. transactions in Fiserv Inc stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 1,848 shares of FISV stock, worth $231,369. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,848
Previous 1,740 6.21%
Holding current value
$231,369
Previous $217,000 6.45%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Jul 08, 2024

BUY
N/A
108 Added 6.21%
1,848 $231,000
Q1 2024

Apr 09, 2024

BUY
N/A
7 Added 0.4%
1,740 $217,000
Q4 2023

Jan 12, 2024

BUY
N/A
1,733 New
1,733 $216,000
Q2 2023

Jul 11, 2023

BUY
$111.59 - $126.15 $196,733 - $222,402
1,763 New
1,763 $222,000
Q1 2022

Apr 08, 2022

SELL
$92.6 - $109.47 $183,440 - $216,860
-1,981 Closed
0 $0
Q4 2021

Jan 18, 2022

SELL
$95.55 - $111.29 $5,159 - $6,009
-54 Reduced 2.65%
1,981 $206,000
Q2 2021

Aug 30, 2021

BUY
$106.59 - $126.55 $46,366 - $55,049
435 Added 27.19%
2,035 $218,000
Q1 2021

Apr 28, 2021

BUY
$102.69 - $124.13 $164,304 - $198,608
1,600 New
1,600 $202,000

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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