A detailed history of Legacy Wealth Management, LLC / Ms transactions in Fiserv Inc stock. As of the latest transaction made, Legacy Wealth Management, LLC / Ms holds 3,000 shares of FISV stock, worth $375,600. This represents 0.22% of its overall portfolio holdings.

Number of Shares
3,000
Previous 3,800 21.05%
Holding current value
$375,600
Previous $781 Million 15.13%
% of portfolio
0.22%
Previous 0.31%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 02, 2025

SELL
N/A
-800 Reduced 21.05%
3,000 $662 Million
Q2 2024

Dec 12, 2024

SELL
N/A
-234 Reduced 5.8%
3,800 $566 Million
Q3 2023

Dec 12, 2024

SELL
$123.51 - $130.06 $21,861 - $23,020
-177 Reduced 4.2%
4,034 $456 Million
Q2 2023

Dec 12, 2024

SELL
$111.59 - $126.15 $3,459 - $3,910
-31 Reduced 0.73%
4,211 $531 Million
Q4 2022

Dec 12, 2024

SELL
$94.02 - $105.46 $12,128 - $13,604
-129 Reduced 2.95%
4,242 $429 Million
Q3 2022

Dec 12, 2024

BUY
$91.66 - $110.72 $400,645 - $483,957
4,371 New
4,371 $409 Million

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 Legacy Wealth Management, LLC / Ms Portfolio

Follow Legacy Wealth Management, LLC / Ms 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 Legacy Wealth Management, LLC / Ms, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Management, LLC / Ms with notifications on news.