Optimum Investment Advisors Fiserv Inc Transaction History

Optimum Investment Advisors

$216 Million
Q1 2024

A detailed history of Optimum Investment Advisors transactions in Fiserv Inc stock. As of the latest transaction made, Optimum Investment Advisors holds 4,615 shares of FISV stock, worth $577,798. This represents 0.27% of its overall portfolio holdings.

Number of Shares

4,615

Previous 4,000 15.38%

Holding current value

$577,798

Previous $500,000 15.4%

% of portfolio

0.27%

Previous 0.25%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 11, 2024	BUY	N/A	615 Added 15.38%	4,615 $577,000
Q4 2023 Jan 08, 2024	SELL	N/A	-201 Reduced 4.78%	4,000 $500,000
Q3 2023 Oct 13, 2023	BUY	$123.51 - $130.06 $123 - $130	1 Added 0.02%	4,201 $525,000
Q2 2023 Aug 03, 2023	BUY	$111.59 - $126.15 $55,795 - $63,075	500 Added 13.51%	4,200 $529,000
Q1 2023 May 03, 2023	BUY	$99.4 - $118.26 $32,305 - $38,434	325 Added 9.63%	3,700 $418,000

Q4 2022 Jan 05, 2023	BUY	$94.02 - $105.46 $141,030 - $158,190	1,500 Added 80.0%	3,375 $0
Q2 2022 Jul 12, 2022	BUY	$88.38 - $104.74 $108,265 - $128,306	1,225 Added 188.46%	1,875 $167,000
Q1 2022 Apr 08, 2022	SELL	$92.6 - $109.47 $39,818 - $47,072	-430 Reduced 39.81%	650 $66,000
Q4 2021 Mar 17, 2022	SELL	$95.55 - $111.29 $28,665 - $33,387	-300 Reduced 21.74%	1,080 $112,000
Q3 2021 Oct 22, 2021	BUY	$106.21 - $119.11 $45,670 - $51,217	430 Added 45.26%	1,380 $150,000
Q1 2021 Apr 15, 2021	BUY	$102.69 - $124.13 $30,807 - $37,239	300 Added 46.15%	950 $113,000
Q3 2020 Oct 06, 2020	SELL	$93.06 - $104.07 $4,653 - $5,203	-50 Reduced 7.14%	650 $67,000
Q2 2020 Jul 16, 2020	SELL	$86.19 - $109.55 $19,220 - $24,429	-223 Reduced 24.16%	700 $68,000
Q1 2020 Apr 21, 2020	SELL	$77.0 - $123.89 $48,279 - $77,679	-627 Reduced 40.45%	923 $88,000
Q4 2019 Jan 22, 2020	BUY	$100.79 - $117.08 $85,671 - $99,518	850 Added 121.43%	1,550 $179,000
Q2 2018 Oct 05, 2018	BUY	$68.99 - $76.49 $6,898 - $7,648	100 Added 16.67%	700 $52,000
Q1 2018 May 09, 2018	BUY	$64.58 - $74.22 $38,748 - $44,532	600 New	600 $43,000

Others Institutions Holding FISV

# of Institutions

1,759

Shares Held

519M

Call Options Held

1.5M

Put Options Held

1.81M

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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Optimum Investment Advisors Fiserv Inc Transaction History