Principle Wealth Partners LLC Fiserv Inc Transaction History

Principle Wealth Partners LLC

$1.25 Billion
Q2 2024

A detailed history of Principle Wealth Partners LLC transactions in Fiserv Inc stock. As of the latest transaction made, Principle Wealth Partners LLC holds 4,763 shares of FISV stock, worth $596,327. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,763

Previous 4,943 3.64%

Holding current value

$596,327

Previous $618,000 3.56%

% of portfolio

0.05%

Previous 0.05%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	N/A	-180 Reduced 3.64%	4,763 $596,000
Q1 2024 Apr 23, 2024	SELL	N/A	-20 Reduced 0.4%	4,943 $618,000
Q2 2023 Jul 31, 2023	SELL	$111.59 - $126.15 $4,128 - $4,667	-37 Reduced 0.74%	4,963 $626,000
Q1 2023 May 10, 2023	SELL	$99.4 - $118.26 $12,425 - $14,782	-125 Reduced 2.44%	5,000 $565,000
Q4 2022 Feb 02, 2023	BUY	$94.02 - $105.46 $21,154 - $23,728	225 Added 4.59%	5,125 $517,000
Q3 2022 Nov 14, 2022	BUY	$91.66 - $110.72 $119,158 - $143,936	1,300 Added 36.11%	4,900 $458,000
Q2 2022 Aug 02, 2022	SELL	$88.38 - $104.74 $36,235 - $42,943	-410 Reduced 10.22%	3,600 $320,000
Q1 2021 May 18, 2021	SELL	$102.69 - $124.13 $15,403 - $18,619	-150 Reduced 3.61%	4,010 $477,000
Q4 2020 Feb 16, 2021	BUY	$93.52 - $117.99 $202,003 - $254,858	2,160 Added 108.0%	4,160 $474,000
Q2 2020 Aug 14, 2020	BUY	$86.19 - $109.55 $172,380 - $219,100	2,000 New	2,000 $195,000
Q1 2020 May 13, 2020	SELL	$77.0 - $123.89 $154,000 - $247,780	-2,000 Closed	0 $0
Q3 2019 Nov 05, 2019	BUY	$92.51 - $108.7 $185,020 - $217,400	2,000 New	2,000 $207,000

Others Institutions Holding FISV

# of Institutions

1,848

Shares Held

508M

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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Principle Wealth Partners LLC Fiserv Inc Transaction History