A detailed history of Phillips Wealth Planners LLC transactions in Fiserv Inc stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 1,770 shares of FISV stock, worth $221,604. This represents 0.28% of its overall portfolio holdings.

Number of Shares
1,770
Previous 1,787 0.95%
Holding current value
$221,604
Previous $262 Million 0.73%
% of portfolio
0.28%
Previous 0.3%

Shares

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

Aug 02, 2024

SELL
N/A
-17 Reduced 0.95%
1,770 $264 Million
Q1 2024

Apr 29, 2024

BUY
N/A
249 Added 16.19%
1,787 $262 Million
Q4 2023

Feb 12, 2024

BUY
N/A
1,538 New
1,538 $212 Million
Q2 2023

Jul 26, 2023

SELL
$111.59 - $126.15 $31,245 - $35,322
-280 Reduced 14.63%
1,634 $206 Million
Q1 2023

May 15, 2023

SELL
$99.4 - $118.26 $695 - $827
-7 Reduced 0.36%
1,914 $232 Million
Q4 2022

Feb 14, 2023

BUY
$94.02 - $105.46 $180,612 - $202,588
1,921 New
1,921 $224 Million

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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