Compass Wealth Management LLC FI Holdings History
Compass Wealth Management LLC's Fiserv Inc Holding Summary
As of 2025-03-31, Compass Wealth Management LLC held 32,933.00 shares of Fiserv Inc(FI), totaling $7.27 Mil. This investment constitutes 1.86% of their stock portfolio, and Compass Wealth Management LLC now holds 0.01% of the outstanding Fiserv Inc(FI) stock.
The initial trade took place in 2022Q4. And since then Compass Wealth Management LLC has made 2 purchases of FI, at an average price of $99.94, for a total of 42,395.00 shares. In addition, there have been 7 sales at an average price of $149.18 for 9,462.00 shares. Based on historical transaction data and FI's current price of $165.46, Compass Wealth Management LLC's estimated gain on his FI holdings is $2.62 Mil, reflecting a 61.93% gain to date.
Compass Wealth Management LLC FI ($165.46) Holding Chart
Compass Wealth Management LLC 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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