A detailed history of One Wealth Advisors, LLC transactions in Fiserv Inc stock. As of the latest transaction made, One Wealth Advisors, LLC holds 2,736 shares of FISV stock, worth $342,547. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,736
Previous 2,736 -0.0%
Holding current value
$342,547
Previous $342,000 -0.0%
% of portfolio
0.05%
Previous 0.07%

Shares

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

Aug 13, 2024

BUY
N/A
291 Added 11.9%
2,736 $342,000
Q1 2024

Apr 15, 2024

BUY
N/A
184 Added 8.14%
2,445 $306,000
Q4 2023

Feb 13, 2024

BUY
N/A
27 Added 1.21%
2,261 $283,000
Q3 2023

Nov 01, 2023

SELL
$123.51 - $130.06 $14,944 - $15,737
-121 Reduced 5.14%
2,234 $279,000
Q2 2023

Aug 14, 2023

BUY
$111.59 - $126.15 $2,789 - $3,153
25 Added 1.07%
2,355 $297,000
Q1 2023

May 15, 2023

BUY
$99.4 - $118.26 $89,559 - $106,552
901 Added 63.05%
2,330 $263,000
Q4 2022

Feb 14, 2023

SELL
$94.02 - $105.46 $94,678 - $106,198
-1,007 Reduced 41.34%
1,429 $144,000
Q3 2022

Nov 14, 2022

BUY
$91.66 - $110.72 $1,191 - $1,439
13 Added 0.54%
2,436 $228,000
Q1 2022

May 16, 2022

BUY
$92.6 - $109.47 $224,369 - $265,245
2,423 New
2,423 $246,000

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 One Wealth Advisors, LLC Portfolio

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

News

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