Number of Shares
14,861.00
Current Holdings Value*
$3.28 Mil
% of Portfolio
1.67%
Total Estimate Gain
$6.59 Mil
% of Total Estimate Gain
281.31%

EADS & HEALD WEALTH MANAGEMENT's Fiserv Inc Holding Summary

As of 2025-03-31, EADS & HEALD WEALTH MANAGEMENT held 14,861.00 shares of Fiserv Inc(FI), totaling $3.28 Mil. This investment constitutes 1.67% of their stock portfolio, and EADS & HEALD WEALTH MANAGEMENT now holds 0% of the outstanding Fiserv Inc(FI) stock.

The initial trade took place in 2013Q4. And since then EADS & HEALD WEALTH MANAGEMENT has made 8 purchases of FI, at an average price of $29.22, for a total of 80,121.00 shares. In addition, there have been 14 sales at an average price of $99.04 for 65,260.00 shares. Based on historical transaction data and FI's current price of $165.71, EADS & HEALD WEALTH MANAGEMENT's estimated gain on his FI holdings is $6.59 Mil, reflecting a 281.31% gain to date.

EADS & HEALD WEALTH MANAGEMENT FI ($165.71) Holding Chart

EADS & HEALD WEALTH MANAGEMENT FI ($165.71) 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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