Number of Shares
45,801.00
Current Holdings Value*
$10.11 Mil
% of Portfolio
2.99%
Total Estimate Gain
$1.51 Mil
% of Total Estimate Gain
9.71%

AMJ Financial Wealth Management's Fiserv Inc Holding Summary

As of 2025-03-31, AMJ Financial Wealth Management held 45,801.00 shares of Fiserv Inc(FI), totaling $10.11 Mil. This investment constitutes 2.99% of their stock portfolio, and AMJ Financial Wealth Management now holds 0.01% of the outstanding Fiserv Inc(FI) stock.

The initial trade took place in 2019Q4. And since then AMJ Financial Wealth Management has made 5 purchases of FI, at an average price of $122.09, for a total of 126,988.00 shares. In addition, there have been 5 sales at an average price of $116.17 for 81,187.00 shares. Based on historical transaction data and FI's current price of $165.46, AMJ Financial Wealth Management's estimated gain on his FI holdings is $1.51 Mil, reflecting a 9.71% gain to date.

AMJ Financial Wealth Management FI ($165.46) Holding Chart

AMJ Financial Wealth Management FI ($165.46) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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