A detailed history of Western Wealth Management, LLC transactions in Fiserv Inc stock. As of the latest transaction made, Western Wealth Management, LLC holds 2,017 shares of FISV stock, worth $252,528. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,017
Previous 1,996 1.05%
Holding current value
$252,528
Previous $249,000 1.2%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024

BUY
N/A
21 Added 1.05%
2,017 $252,000
Q4 2023

Jan 31, 2024

BUY
N/A
44 Added 2.25%
1,996 $249,000
Q2 2023

Aug 30, 2023

SELL
$111.59 - $126.15 $5,579 - $6,307
-50 Reduced 2.5%
1,952 $246,000
Q4 2022

Feb 02, 2023

SELL
$94.02 - $105.46 $226,964 - $254,580
-2,414 Reduced 54.66%
2,002 $202,000
Q3 2022

Nov 04, 2022

BUY
$91.66 - $110.72 $52,337 - $63,221
571 Added 14.85%
4,416 $411,000
Q2 2022

Jul 18, 2022

SELL
$88.38 - $104.74 $25,276 - $29,955
-286 Reduced 6.92%
3,845 $342,000
Q1 2022

May 10, 2022

BUY
$92.6 - $109.47 $162,698 - $192,338
1,757 Added 74.01%
4,131 $419,000
Q4 2021

Feb 14, 2022

BUY
$95.55 - $111.29 $226,835 - $264,202
2,374 New
2,374 $239,000
Q1 2021

May 14, 2021

SELL
$102.69 - $124.13 $249,947 - $302,132
-2,434 Closed
0 $0
Q4 2020

Feb 10, 2021

BUY
$93.52 - $117.99 $227,627 - $287,187
2,434 New
2,434 $277,000

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
Track This Portfolio

Track Western Wealth Management, LLC Portfolio

Follow Western Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Western Wealth Management, LLC with notifications on news.