Mount Yale Investment Advisors, LLC Fiserv Inc Transaction History

Mount Yale Investment Advisors, LLC

$1.03 Billion
Q3 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Fiserv Inc stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 4,076 shares of FISV stock, worth $510,315. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,076

Previous 5,589 27.07%

Holding current value

$510,315

Previous $699,000 27.04%

% of portfolio

0.05%

Previous 0.06%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	N/A	-1,513 Reduced 27.07%	4,076 $510,000
Q2 2024 Aug 13, 2024	BUY	N/A	936 Added 20.12%	5,589 $699,000
Q1 2024 May 15, 2024	SELL	N/A	-345 Reduced 6.9%	4,653 $582,000
Q4 2023 Feb 12, 2024	SELL	N/A	-115 Reduced 2.25%	4,998 $625,000
Q3 2023 Oct 11, 2023	SELL	$123.51 - $130.06 $3,087 - $3,251	-25 Reduced 0.49%	5,113 $640,000
Q2 2023 Aug 14, 2023	SELL	$111.59 - $126.15 $1.74 Million - $1.97 Million	-15,605 Reduced 75.23%	5,138 $648,000
Q1 2023 May 11, 2023	SELL	$99.4 - $118.26 $642,720 - $764,669	-6,466 Reduced 23.76%	20,743 $2.34 Million
Q4 2022 Feb 13, 2023	SELL	$94.02 - $105.46 $40,804 - $45,769	-434 Reduced 1.57%	27,209 $2.75 Million
Q3 2022 Nov 07, 2022	BUY	$91.66 - $110.72 $76,811 - $92,783	838 Added 3.13%	27,643 $2.59 Million
Q2 2022 Aug 02, 2022	SELL	$88.38 - $104.74 $80,867 - $95,837	-915 Reduced 3.3%	26,805 $2.39 Million
Q1 2022 May 03, 2022	BUY	$92.6 - $109.47 $52,319 - $61,850	565 Added 2.08%	27,720 $2.81 Million
Q4 2021 Feb 02, 2022	BUY	$95.55 - $111.29 $5,064 - $5,898	53 Added 0.2%	27,155 $2.82 Million
Q3 2021 Nov 02, 2021	SELL	$106.21 - $119.11 $402,004 - $450,831	-3,785 Reduced 12.25%	27,102 $2.94 Million
Q2 2021 Aug 04, 2021	SELL	$106.59 - $126.55 $381,379 - $452,795	-3,578 Reduced 10.38%	30,887 $3.3 Million
Q1 2021 May 04, 2021	BUY	$102.69 - $124.13 $49,907 - $60,327	486 Added 1.43%	34,465 $4.1 Million
Q4 2020 Feb 12, 2021	BUY	$93.52 - $117.99 $651,553 - $822,036	6,967 Added 25.79%	33,979 $3.87 Million
Q3 2020 Nov 16, 2020	SELL	$93.06 - $104.07 $304,213 - $340,204	-3,269 Reduced 10.8%	27,012 $2.78 Million
Q2 2020 Jul 09, 2020	BUY	$86.19 - $109.55 $1.38 Million - $1.75 Million	16,006 Added 112.13%	30,281 $2.96 Million
Q1 2020 May 04, 2020	BUY	$77.0 - $123.89 $1.1 Million - $1.77 Million	14,275 New	14,275 $1.36 Million
Q2 2019 Aug 13, 2019	SELL	$82.68 - $91.69 $301,947 - $334,851	-3,652 Closed	0 $0
Q1 2019 May 15, 2019	SELL	$70.11 - $88.28 $1,892 - $2,383	-27 Reduced 0.73%	3,652 $322,000
Q4 2018 Feb 14, 2019	SELL	$69.0 - $81.85 $8,832 - $10,476	-128 Reduced 3.36%	3,679 $311,000
Q3 2018 Nov 13, 2018	SELL	$74.42 - $82.38 $9,749 - $10,791	-131 Reduced 3.33%	3,807 $302,000
Q2 2018 Aug 22, 2018	BUY	$68.99 - $76.49 $260,920 - $289,285	3,782 Added 2424.36%	3,938 $292,000
Q1 2018 Jun 25, 2018	BUY	$64.58 - $74.22 $10,074 - $11,578	156 New	156 $11,000

Others Institutions Holding FISV

# of Institutions

1,850

Shares Held

510M

Call Options Held

1.66M

Put Options Held

1.33M

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...

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Mount Yale Investment Advisors, LLC Fiserv Inc Transaction History