Kestra Private Wealth Services, LLC Fiserv Inc Transaction History

Kestra Private Wealth Services, LLC

  • $7.16 Billion
  • Q3 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Fiserv Inc stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 6,746 shares of FISV stock, worth $844,599. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,746
Previous 7,953 15.18%
Holding current value
$844,599
Previous $995,000 15.18%
% of portfolio
0.01%
Previous 0.02%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
N/A
-1,207 Reduced 15.18%
6,746 $844,000
Q2 2025

Aug 07, 2025
BUY
N/A
62 Added 0.79%
7,953 $995,000
Q1 2025

May 05, 2025
BUY
N/A
230 Added 3.0%
7,891 $987,000
Q4 2024

Jan 28, 2025
BUY
N/A
1,288 Added 20.21%
7,661 $959,000
Q3 2024

Nov 13, 2024
SELL
N/A
-3,371 Reduced 34.6%
6,373 $797,000
Q2 2024

Aug 12, 2024
BUY
N/A
1,814 Added 22.88%
9,744 $1.22 Million
Q1 2024

May 02, 2024
BUY
N/A
844 Added 11.91%
7,930 $992,000
Q4 2023

Feb 05, 2024
BUY
N/A
842 Added 13.48%
7,086 $887,000
Q3 2023

Nov 07, 2023
SELL
$123.51 - $130.06 $55,950 - $58,917
-453 Reduced 6.76%
6,244 $781,000
Q2 2023

Aug 08, 2023
BUY
$111.59 - $126.15 $253,978 - $287,117
2,276 Added 51.48%
6,697 $844,000
Q1 2023

May 12, 2023
BUY
$99.4 - $118.26 $12,822 - $15,255
129 Added 3.01%
4,421 $499,000
Q4 2022

Jan 31, 2023
BUY
$94.02 - $105.46 $104,644 - $117,376
1,113 Added 35.01%
4,292 $433,000
Q3 2022

Nov 14, 2022
BUY
$91.66 - $110.72 $29,789 - $35,984
325 Added 11.39%
3,179 $297,000
Q2 2022

Aug 12, 2022
SELL
$88.38 - $104.74 $19,001 - $22,519
-215 Reduced 7.01%
2,854 $254,000
Q1 2022

May 26, 2022
SELL
$92.6 - $109.47 $11,482 - $13,574
-124 Reduced 3.88%
3,069 $311,000
Q4 2021

Jan 21, 2022
BUY
$95.55 - $111.29 $13,854 - $16,137
145 Added 4.76%
3,193 $331,000
Q3 2021

Oct 21, 2021
BUY
$106.21 - $119.11 $28,570 - $32,040
269 Added 9.68%
3,048 $330,000
Q2 2021

Jul 30, 2021
SELL
$106.59 - $126.55 $25,048 - $29,739
-235 Reduced 7.8%
2,779 $297,000
Q1 2021

May 11, 2021
BUY
$102.69 - $124.13 $95,501 - $115,440
930 Added 44.63%
3,014 $358,000
Q4 2020

Jan 21, 2021
BUY
$93.52 - $117.99 $194,895 - $245,891
2,084 New
2,084 $235 Million

Others Institutions Holding FISV

# of Institutions
2,011
Shares Held
510M
Call Options Held
3.45M
Put Options Held
4.14M
View Full List

About FISERV INC

FISV Quotes by TradingView
  • 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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