WELCH & FORBES LLC FI Holdings History
Number of Shares
859,496.00
Current Holdings Value*
$189.80 Mil
% of Portfolio
2.48%
Total Estimate Gain
$115.20 Mil
% of Total Estimate Gain
256.05%
WELCH & FORBES LLC's Fiserv Inc Holding Summary
As of 2025-03-31, WELCH & FORBES LLC held 859,496.00 shares of Fiserv Inc(FI), totaling $189.80 Mil. This investment constitutes 2.48% of their stock portfolio, and WELCH & FORBES LLC now holds 0.16% of the outstanding Fiserv Inc(FI) stock.
The initial trade took place in 2013Q4. And since then WELCH & FORBES LLC has made 19 purchases of FI, at an average price of $45.26, for a total of 993,997.00 shares. In addition, there have been 19 sales at an average price of $131.90 for 134,501.00 shares. Based on historical transaction data and FI's current price of $165.74, WELCH & FORBES LLC's estimated gain on his FI holdings is $115.20 Mil, reflecting a 256.05% gain to date.
WELCH & FORBES LLC FI ($165.74) Holding Chart
WELCH & FORBES 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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