CPA Asset Management LLC FI Holdings History
CPA Asset Management LLC's Fiserv Inc Holding Summary
As of 2025-06-30, CPA Asset Management LLC held - shares of Fiserv Inc(FI), totaling N/A. This investment constitutes 0% of their stock portfolio, and CPA Asset Management LLC now holds 0% of the outstanding Fiserv Inc(FI) stock.
The initial trade took place in 2024Q4. And since then CPA Asset Management LLC has made 1 purchases of FI, at an average price of $204.51, for a total of 1,058.00 shares. In addition, there have been 1 sales at an average price of $181.98 for 1,058.00 shares. Based on historical transaction data and FI's current price of $165.74, CPA Asset Management LLC's estimated gain on his FI holdings is $-23,836.74, reflecting a -11.02% gain to date.
CPA Asset Management LLC FI ($165.74) Holding Chart
CPA Asset Management LLC FI ($165.74) 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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