Number of Shares
130,864.00
Current Holdings Value*
$22.56 Mil
% of Portfolio
2.63%
Total Estimate Gain
$27.78 Mil
% of Total Estimate Gain
204.84%

TOTH FINANCIAL ADVISORY CORP's Fiserv Inc Holding Summary

As of 2025-06-30, TOTH FINANCIAL ADVISORY CORP held 130,864.00 shares of Fiserv Inc(FI), totaling $22.56 Mil. This investment constitutes 2.63% of their stock portfolio, and TOTH FINANCIAL ADVISORY CORP now holds 0.02% of the outstanding Fiserv Inc(FI) stock.

The initial trade took place in 2013Q4. And since then TOTH FINANCIAL ADVISORY CORP has made 19 purchases of FI, at an average price of $45.63, for a total of 297,194.00 shares. In addition, there have been 27 sales at an average price of $117.16 for 166,330.00 shares. Based on historical transaction data and FI's current price of $167.00, TOTH FINANCIAL ADVISORY CORP's estimated gain on his FI holdings is $27.78 Mil, reflecting a 204.84% gain to date.

TOTH FINANCIAL ADVISORY CORP FI ($167.00) Holding Chart

TOTH FINANCIAL ADVISORY CORP FI ($167.00) 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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