A detailed history of Williams Jones Wealth Management, Llc. transactions in Fiserv Inc stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 8,069 shares of FISV stock, worth $1.01 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,069
Previous 8,065 0.05%
Holding current value
$1.01 Million
Previous $1.01 Million 0.1%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
N/A
4 Added 0.05%
8,069 $1.01 Million
Q4 2023

Feb 14, 2024

BUY
N/A
200 Added 2.54%
8,065 $1.01 Million
Q3 2023

Nov 14, 2023

SELL
$123.51 - $130.06 $5,187 - $5,462
-42 Reduced 0.53%
7,865 $984,000
Q2 2023

Aug 14, 2023

SELL
$111.59 - $126.15 $7,811 - $8,830
-70 Reduced 0.88%
7,907 $997,000
Q1 2023

May 15, 2023

SELL
$99.4 - $118.26 $1,491 - $1,773
-15 Reduced 0.19%
7,977 $901,000
Q4 2022

Feb 14, 2023

SELL
$94.02 - $105.46 $13,820 - $15,502
-147 Reduced 1.81%
7,992 $807,000
Q2 2022

Aug 15, 2022

BUY
$88.38 - $104.74 $458,250 - $543,076
5,185 Added 175.52%
8,139 $724,000
Q1 2022

May 16, 2022

BUY
$92.6 - $109.47 $7,778 - $9,195
84 Added 2.93%
2,954 $300,000
Q2 2021

Aug 16, 2021

BUY
$106.59 - $126.55 $7,461 - $8,858
70 Added 2.5%
2,870 $307,000
Q1 2021

May 17, 2021

SELL
$102.69 - $124.13 $9,242 - $11,171
-90 Reduced 3.11%
2,800 $333,000
Q3 2020

Nov 13, 2020

SELL
$93.06 - $104.07 $70,260 - $78,572
-755 Reduced 20.71%
2,890 $298,000
Q2 2020

Aug 14, 2020

BUY
$86.19 - $109.55 $65,073 - $82,710
755 Added 26.12%
3,645 $356,000
Q3 2019

Nov 14, 2019

BUY
$92.51 - $108.7 $267,353 - $314,143
2,890 New
2,890 $299,000

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
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