Sequoia Financial Advisors, LLC Fiserv Inc Transaction History

Sequoia Financial Advisors, LLC

$8.93 Billion
Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Fiserv Inc stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 61,886 shares of FISV stock, worth $7.75 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

61,886

Previous 13,616 354.51%

Holding current value

$7.75 Million

Previous $1.7 Million 354.69%

% of portfolio

0.09%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	N/A	48,270 Added 354.51%	61,886 $7.75 Million
Q2 2024 Jul 15, 2024	BUY	N/A	517 Added 3.95%	13,616 $1.7 Million
Q1 2024 Apr 30, 2024	SELL	N/A	-3,923 Reduced 23.05%	13,099 $1.64 Million
Q4 2023 Jan 25, 2024	BUY	N/A	5,849 Added 52.35%	17,022 $2.13 Million
Q3 2023 Nov 08, 2023	BUY	$123.51 - $130.06 $364,354 - $383,677	2,950 Added 35.87%	11,173 $1.4 Million
Q2 2023 Aug 08, 2023	BUY	$111.59 - $126.15 $260,897 - $294,938	2,338 Added 39.73%	8,223 $1.04 Million
Q1 2023 Apr 24, 2023	BUY	$99.4 - $118.26 $17,693 - $21,050	178 Added 3.12%	5,885 $665,000
Q4 2022 Jan 17, 2023	BUY	$94.02 - $105.46 $322,958 - $362,255	3,435 Added 151.19%	5,707 $0
Q3 2022 Oct 26, 2022	SELL	$91.66 - $110.72 $106,875 - $129,099	-1,166 Reduced 33.92%	2,272 $213,000
Q2 2022 Jul 22, 2022	SELL	$88.38 - $104.74 $7,335 - $8,693	-83 Reduced 2.36%	3,438 $306,000
Q1 2022 May 13, 2022	BUY	$92.6 - $109.47 $326,044 - $385,443	3,521 New	3,521 $357,000

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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Sequoia Financial Advisors, LLC Fiserv Inc Transaction History