Taylor Financial Group, Inc. FI Holdings History
Number of Shares
27,748.00
Current Holdings Value*
$6.13 Mil
% of Portfolio
4.26%
Total Estimate Gain
$1.26 Mil
% of Total Estimate Gain
35.86%
Taylor Financial Group, Inc.'s Fiserv Inc Holding Summary
As of 2025-03-31, Taylor Financial Group, Inc. held 27,748.00 shares of Fiserv Inc(FI), totaling $6.13 Mil. This investment constitutes 4.26% of their stock portfolio, and Taylor Financial Group, Inc. now holds 0.01% of the outstanding Fiserv Inc(FI) stock.
The initial trade took place in 2023Q4. In addition, there have been 3 sales at an average price of $192.37 for 787.00 shares. Based on historical transaction data and FI's current price of $165.98, Taylor Financial Group, Inc.'s estimated gain on his FI holdings is $1.26 Mil, reflecting a 35.86% gain to date.
Taylor Financial Group, Inc. FI ($165.98) Holding Chart
Taylor Financial Group, Inc. 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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