Number of Shares
25,093.00
Current Holdings Value*
$4.01 Mil
% of Portfolio
4.87%
Total Estimate Gain
$1.64 Mil
% of Total Estimate Gain
42.87%

Triad Investment Management's Fiserv Inc Holding Summary

As of 2024-03-31, Triad Investment Management held 25,093.00 shares of Fiserv Inc(FI), totaling $4.01 Mil. This investment constitutes 4.87% of their stock portfolio, and Triad Investment Management now holds 0% of the outstanding Fiserv Inc(FI) stock.

The initial trade took place in 2021Q4. And since then Triad Investment Management has made 5 purchases of FI, at an average price of $103.36, for a total of 37,094.00 shares. In addition, there have been 3 sales at an average price of $109.37 for 12,001.00 shares. Based on historical transaction data and FI's current price of $165.98, Triad Investment Management's estimated gain on his FI holdings is $1.64 Mil, reflecting a 42.87% gain to date.

Triad Investment Management FI ($165.98) Holding Chart

Triad Investment Management 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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