Wealthspire Advisors, LLC Fiserv Inc Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Fiserv Inc stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 13,517 shares of FISV stock, worth $1.69 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

13,517

Previous 11,965 12.97%

Holding current value

$1.69 Million

Previous $1.5 Million 12.95%

% of portfolio

0.02%

Previous 0.02%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	N/A	1,552 Added 12.97%	13,517 $1.69 Million
Q2 2024 Aug 08, 2024	SELL	N/A	-84 Reduced 0.7%	11,965 $1.5 Million
Q1 2024 May 06, 2024	SELL	N/A	-224 Reduced 1.83%	12,049 $1.51 Million
Q4 2023 Feb 06, 2024	SELL	N/A	-205 Reduced 1.64%	12,273 $1.54 Million
Q3 2023 Nov 06, 2023	BUY	$123.51 - $130.06 $273,821 - $288,343	2,217 Added 21.61%	12,478 $1.56 Million
Q2 2023 Jul 31, 2023	SELL	$111.59 - $126.15 $37,382 - $42,260	-335 Reduced 3.16%	10,261 $1.29 Million
Q1 2023 May 09, 2023	SELL	$99.4 - $118.26 $147,708 - $175,734	-1,486 Reduced 12.3%	10,596 $1.2 Million
Q4 2022 Feb 13, 2023	BUY	$94.02 - $105.46 $24,163 - $27,103	257 Added 2.17%	12,082 $1.22 Million
Q3 2022 Nov 14, 2022	SELL	$91.66 - $110.72 $209,443 - $252,995	-2,285 Reduced 16.19%	11,825 $1.11 Million
Q2 2022 Aug 09, 2022	BUY	$88.38 - $104.74 $149,715 - $177,429	1,694 Added 13.64%	14,110 $1.26 Million
Q1 2022 May 09, 2022	SELL	$92.6 - $109.47 $361,510 - $427,370	-3,904 Reduced 23.92%	12,416 $1.26 Million
Q4 2021 Feb 14, 2022	SELL	$95.55 - $111.29 $508,134 - $591,840	-5,318 Reduced 24.58%	16,320 $1.69 Million
Q3 2021 Nov 15, 2021	BUY	$106.21 - $119.11 $315,868 - $354,233	2,974 Added 15.93%	21,638 $2.35 Million
Q2 2021 Aug 13, 2021	SELL	$106.59 - $126.55 $680,896 - $808,401	-6,388 Reduced 25.5%	18,664 $2 Million
Q1 2021 May 17, 2021	BUY	$102.69 - $124.13 $163,790 - $197,987	1,595 Added 6.8%	25,052 $2.98 Million
Q4 2020 Feb 16, 2021	BUY	$93.52 - $117.99 $1.99 Million - $2.51 Million	21,254 Added 964.78%	23,457 $2.67 Million
Q3 2020 Nov 16, 2020	SELL	$93.06 - $104.07 $16,657 - $18,628	-179 Reduced 7.51%	2,203 $227,000
Q2 2020 Aug 14, 2020	SELL	$86.19 - $109.55 $3.3 Million - $4.2 Million	-38,345 Reduced 94.15%	2,382 $233,000
Q1 2020 May 12, 2020	BUY	$77.0 - $123.89 $3 Million - $4.82 Million	38,909 Added 2140.21%	40,727 $3.87 Million
Q4 2019 Feb 14, 2020	BUY	$100.79 - $117.08 $183,236 - $212,851	1,818 New	1,818 $210,000
Q1 2019 May 08, 2019	SELL	$70.11 - $88.28 $25,870 - $32,575	-369 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$69.0 - $81.85 $25,461 - $30,202	369 New	369 $27,000

Others Institutions Holding FISV

# of Institutions

1,867

Shares Held

486M

Call Options Held

1.79M

Put Options Held

1.68M

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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Wealthspire Advisors, LLC Fiserv Inc Transaction History