A detailed history of Ropes Wealth Advisors LLC transactions in Fiserv Inc stock. As of the latest transaction made, Ropes Wealth Advisors LLC holds 2,244 shares of FISV stock, worth $280,948. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,244
Previous 1,912 17.36%
Holding current value
$280,948
Previous $241,000 16.18%
% of portfolio
0.05%
Previous 0.04%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 19, 2023

BUY
$123.51 - $130.06 $41,005 - $43,179
332 Added 17.36%
2,244 $280,000
Q2 2023

Aug 07, 2023

BUY
$111.59 - $126.15 $213,360 - $241,198
1,912 New
1,912 $241,000
Q4 2022

Feb 06, 2023

BUY
$94.02 - $105.46 $191,236 - $214,505
2,034 New
2,034 $205,000
Q4 2021

Feb 10, 2022

SELL
$95.55 - $111.29 $184,793 - $215,234
-1,934 Closed
0 $0
Q3 2021

Nov 05, 2021

SELL
$106.21 - $119.11 $20,179 - $22,630
-190 Reduced 8.95%
1,934 $210,000
Q2 2021

Aug 04, 2021

BUY
$106.59 - $126.55 $2,984 - $3,543
28 Added 1.34%
2,124 $227,000
Q1 2021

May 12, 2021

SELL
$102.69 - $124.13 $7,188 - $8,689
-70 Reduced 3.23%
2,096 $241,000
Q4 2020

Feb 05, 2021

SELL
$93.52 - $117.99 $15,056 - $18,996
-161 Reduced 6.92%
2,166 $247,000
Q3 2020

Oct 16, 2020

BUY
$93.06 - $104.07 $43,272 - $48,392
465 Added 24.97%
2,327 $240,000
Q2 2020

Jul 20, 2020

SELL
$86.19 - $109.55 $18,099 - $23,005
-210 Reduced 10.14%
1,862 $182,000
Q1 2020

Apr 24, 2020

SELL
$77.0 - $123.89 $77,308 - $124,385
-1,004 Reduced 32.64%
2,072 $197,000
Q4 2019

Feb 05, 2020

SELL
$100.79 - $117.08 $22,677 - $26,343
-225 Reduced 6.82%
3,076 $356,000
Q2 2019

Jul 31, 2019

SELL
$82.68 - $91.69 $183,714 - $203,735
-2,222 Reduced 40.23%
3,301 $301,000
Q1 2019

Apr 15, 2019

SELL
$70.11 - $88.28 $49,077 - $61,796
-700 Reduced 11.25%
5,523 $488,000
Q4 2018

Feb 08, 2019

BUY
$69.0 - $81.85 $56,925 - $67,526
825 Added 15.28%
6,223 $457,000
Q3 2018

Oct 30, 2018

SELL
$74.42 - $82.38 $37,061 - $41,025
-498 Reduced 8.45%
5,398 $445,000
Q2 2018

Aug 13, 2018

SELL
$68.99 - $76.49 $1,655 - $1,835
-24 Reduced 0.41%
5,896 $437,000
Q1 2018

Apr 30, 2018

BUY
$64.58 - $74.22 $178,951 - $205,663
2,771 Added 88.0%
5,920 $422,000
Q4 2017

Feb 13, 2018

SELL
$62.76 - $66.17 $15,438 - $16,277
-246 Reduced 7.25%
3,149 $413,000
Q3 2017

Nov 09, 2017

BUY
$60.18 - $64.64 $204,311 - $219,452
3,395
3,395 $438,000

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
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