Empirical Financial Services, LLC D.b.a. Empirical Wealth Management FI Holdings History
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's Fiserv Inc Holding Summary
As of 2025-06-30, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management held 69,913.00 shares of Fiserv Inc(FI), totaling $12.05 Mil. This investment constitutes 0.27% of their stock portfolio, and Empirical Financial Services, LLC d.b.a. Empirical Wealth Management now holds 0.01% of the outstanding Fiserv Inc(FI) stock.
The initial trade took place in 2018Q2. And since then Empirical Financial Services, LLC d.b.a. Empirical Wealth Management has made 13 purchases of FI, at an average price of $191.68, for a total of 91,911.00 shares. In addition, there have been 14 sales at an average price of $140.68 for 21,998.00 shares. Based on historical transaction data and FI's current price of $165.22, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's estimated gain on his FI holdings is $-2.97 Mil, reflecting a -16.87% gain to date.
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management FI ($165.22) Holding Chart
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management FI ($165.22) 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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