Strategic Wealth Partners, Ltd. Fiserv Inc Transaction History

Strategic Wealth Partners, Ltd.

$892 Million
Q1 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Fiserv Inc stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 4,750 shares of FISV stock, worth $594,700. This represents 0.07% of its overall portfolio holdings.

Number of Shares

4,750

Previous 5,690 16.52%

Holding current value

$594,700

Previous $712,000 16.57%

% of portfolio

0.07%

Previous 0.09%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 20, 2024	SELL	N/A	-940 Reduced 16.52%	4,750 $594,000
Q4 2023 May 20, 2024	SELL	N/A	-126 Reduced 2.17%	5,690 $712,000
Q3 2023 May 20, 2024	SELL	$123.51 - $130.06 $20,626 - $21,720	-167 Reduced 2.79%	5,816 $728,000
Q2 2023 May 20, 2024	BUY	$111.59 - $126.15 $371,594 - $420,079	3,330 Added 125.52%	5,983 $754,000
Q1 2023 Apr 24, 2023	BUY	$99.4 - $118.26 $31,311 - $37,251	315 Added 13.47%	2,653 $299,000

Q4 2022 Apr 24, 2023	SELL	$94.02 - $105.46 $1,410 - $1,581	-15 Reduced 0.64%	2,338 $236,000
Q3 2022 Apr 24, 2023	BUY	$91.66 - $110.72 $1,741 - $2,103	19 Added 0.81%	2,353 $220,000
Q2 2022 Aug 22, 2022	BUY	$88.38 - $104.74 $206,278 - $244,463	2,334 New	2,334 $208,000
Q1 2022 May 19, 2022	SELL	$92.6 - $109.47 $254,001 - $300,276	-2,743 Closed	0 $0
Q4 2021 Feb 11, 2022	SELL	$95.55 - $111.29 $62,871 - $73,228	-658 Reduced 19.35%	2,743 $284,000
Q3 2021 Nov 12, 2021	BUY	$106.21 - $119.11 $2,124 - $2,382	20 Added 0.59%	3,401 $369,000
Q2 2021 Aug 25, 2021	BUY	$106.59 - $126.55 $360,380 - $427,865	3,381 New	3,381 $361,000

Others Institutions Holding FISV

# of Institutions

1,758

Shares Held

519M

Call Options Held

1.5M

Put Options Held

1.81M

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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Strategic Wealth Partners, Ltd. Fiserv Inc Transaction History