Sheets Smith Wealth Management Fiserv Inc Transaction History

Sheets Smith Wealth Management

$828 Million
Q2 2024

A detailed history of Sheets Smith Wealth Management transactions in Fiserv Inc stock. As of the latest transaction made, Sheets Smith Wealth Management holds 4,400 shares of FISV stock, worth $550,880. This represents 0.07% of its overall portfolio holdings.

Number of Shares

4,400

Previous 4,911 10.41%

Holding current value

$550,880

Previous $614,000 10.42%

% of portfolio

0.07%

Previous 0.07%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	N/A	-511 Reduced 10.41%	4,400 $550,000
Q1 2024 May 08, 2024	BUY	N/A	2,136 Added 76.97%	4,911 $614,000
Q4 2023 Feb 06, 2024	BUY	N/A	2,775 New	2,775 $347,000
Q2 2023 Aug 09, 2023	BUY	$111.59 - $126.15 $112,705 - $127,411	1,010 Added 14.77%	7,846 $989,000
Q1 2023 May 26, 2023	BUY	$99.4 - $118.26 $668,266 - $795,061	6,723 Added 5949.56%	6,836 $772,000
Q1 2023 May 12, 2023	SELL	$99.4 - $118.26 $668,266 - $795,061	-6,723 Reduced 98.35%	113 $12,000
Q3 2022 Nov 01, 2022	BUY	$91.66 - $110.72 $626,587 - $756,881	6,836 New	6,836 $640,000
Q4 2021 Jan 20, 2022	SELL	$95.55 - $111.29 $405,036 - $471,758	-4,239 Closed	0 $0
Q3 2021 Oct 15, 2021	SELL	$106.21 - $119.11 $115,768 - $129,829	-1,090 Reduced 20.45%	4,239 $460,000
Q2 2021 Aug 03, 2021	BUY	$106.59 - $126.55 $568,018 - $674,384	5,329 New	5,329 $570,000
Q2 2020 Jul 17, 2020	SELL	$86.19 - $109.55 $885,602 - $1.13 Million	-10,275 Closed	0 $0
Q1 2020 Apr 28, 2020	SELL	$77.0 - $123.89 $157,850 - $253,974	-2,050 Reduced 16.63%	10,275 $976,000
Q4 2019 Jan 24, 2020	SELL	$100.79 - $117.08 $13,102 - $15,220	-130 Reduced 1.04%	12,325 $1.42 Million
Q3 2019 Oct 28, 2019	SELL	$92.51 - $108.7 $54,118 - $63,589	-585 Reduced 4.49%	12,455 $1.29 Million
Q2 2019 Jul 12, 2019	BUY	$82.68 - $91.69 $618,446 - $685,841	7,480 Added 134.53%	13,040 $1.19 Million
Q1 2019 May 13, 2019	BUY	$70.11 - $88.28 $389,811 - $490,836	5,560 New	5,560 $491,000

Others Institutions Holding FISV

# of Institutions

1,794

Shares Held

514M

Call Options Held

1.66M

Put Options Held

1.3M

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...

More about FISV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sheets Smith Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Wealth Management with notifications on news.

Account

Sheets Smith Wealth Management Fiserv Inc Transaction History