GENESIS PRIVATE WEALTH, LLC FI Holdings History
Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-64,329.95
% of Total Estimate Gain
-16.88%
GENESIS PRIVATE WEALTH, LLC's Fiserv Inc Holding Summary
As of 2025-06-30, GENESIS PRIVATE WEALTH, LLC held - shares of Fiserv Inc(FI), totaling N/A. This investment constitutes 0% of their stock portfolio, and GENESIS PRIVATE WEALTH, LLC now holds 0% of the outstanding Fiserv Inc(FI) stock.
The initial trade took place in 2025Q1. And since then GENESIS PRIVATE WEALTH, LLC has made 1 purchases of FI, at an average price of $218.93, for a total of 1,741.00 shares. In addition, there have been 1 sales at an average price of $181.98 for 1,741.00 shares. Based on historical transaction data and FI's current price of $165.74, GENESIS PRIVATE WEALTH, LLC's estimated gain on his FI holdings is $-64,329.95, reflecting a -16.88% gain to date.
GENESIS PRIVATE WEALTH, LLC FI ($165.74) Holding Chart
GENESIS PRIVATE WEALTH, 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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