THOMAS STORY & SON LLC FI Holdings History
Number of Shares
47,497.00
Current Holdings Value*
$10.49 Mil
% of Portfolio
4.08%
Total Estimate Gain
$2.01 Mil
% of Total Estimate Gain
26.50%
THOMAS STORY & SON LLC's Fiserv Inc Holding Summary
As of 2025-03-31, THOMAS STORY & SON LLC held 47,497.00 shares of Fiserv Inc(FI), totaling $10.49 Mil. This investment constitutes 4.08% of their stock portfolio, and THOMAS STORY & SON LLC now holds 0.01% of the outstanding Fiserv Inc(FI) stock.
The initial trade took place in 2020Q4. And since then THOMAS STORY & SON LLC has made 8 purchases of FI, at an average price of $120.55, for a total of 62,867.00 shares. In addition, there have been 10 sales at an average price of $110.80 for 15,370.00 shares. Based on historical transaction data and FI's current price of $165.98, THOMAS STORY & SON LLC's estimated gain on his FI holdings is $2.01 Mil, reflecting a 26.50% gain to date.
THOMAS STORY & SON LLC FI ($165.98) Holding Chart
THOMAS STORY & SON LLC FI ($165.98) 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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