FISERV INC

Ticker: FISV CUSIP: 337738108 Class: COM

Phillips Wealth Planners LLC's Holding History (CIK: 0001962628)

Note: Option positions (PUT/CALL) are excluded.

Q3 2025
Shares 1,998 Value ($000) $250 Avg Close $143.31 Range $127.41 - $175.92
Q2 2025
Shares 1,936 Value ($000) $330 Avg Close $181.35 Range $156.30 - $227.00
Q1 2025
Shares 1,922 Value ($000) $400 Avg Close $218.93 Range $199.52 - $238.59
Q4 2024
Shares 1,852 Value ($000) $371 Avg Close $204.14 Range $179.00 - $223.23
Q3 2024
Shares 1,805 Value ($000) $357 Avg Close $164.95 Range $146.46 - $179.95
Q2 2024
Shares 1,770 Value ($000) $264 Avg Close $151.37 Range $145.98 - $159.92
Q1 2024
Shares 1,787 Value ($000) $262 Avg Close $145.64 Range $131.41 - $159.99
Q4 2023
Shares 1,538 Value ($000) $212 Avg Close $122.71 Range $109.11 - $136.49
Q2 2023
Shares 1,634 Value ($000) $206 Avg Close $117.72 Range $110.31 - $126.55
Q1 2023
Shares 1,914 Value ($000) $232 Avg Close $110.00 Range $98.81 - $119.48
Q4 2022
Shares 1,921 Value ($000) $224 Avg Close $99.59 Range $91.55 - $106.23