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Geller Advisors LLC

SEC CIK
0001354739
Latest filing
Feb 14, 2025

FISV holding history

Fiserv Inc in every 13F filed by Geller Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FISV overviewAll 13F holders of FISVFull Q4 2024 holdings

Shares (Q4 2024)
2,610
Value
$536.1K
% of portfolio
<0.1%
Quarters held
13
Since Q3 2021
Holdings of FISV by Geller Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20242,610$536.1K<0.1%−72−2.7%ReducedHolders
Q3 20242,682$481.8K<0.1%−722−21.2%ReducedHolders
Q2 20243,404$507.3K<0.1%−38−1.1%ReducedHolders
Q1 20243,442$550.1K<0.1%+79+2.3%AddedHolders
Q4 20233,363$446.7K<0.1%+22+0.7%AddedHolders
Q3 20233,341$377.4K<0.1%−37−1.1%ReducedHolders
Q2 20233,378$426.1K0.1%+543+19.2%AddedHolders
Q1 20232,835$320.4K<0.1%+365+14.8%AddedHolders
Q4 20222,470$249.6K<0.1%+33+1.4%AddedHolders
Q3 20222,437$228.0K<0.1%+2,437NewHolders
Q2 20220$00.0%−2,012−100.0%Sold outHolders
Q1 20222,012$204.0K<0.1%−78−3.7%ReducedHolders
Q4 20212,090$217.0K<0.1%+3+0.1%AddedHolders
Q3 20212,087$226.0K<0.1%+2,087NewHolders