Fiserv shares owned by Confluence Wealth Management
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Confluence Wealth Management
from 13F filings
Historical chart of Confluence Wealth Management investment in Fiserv
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Quarterly reported holdings in Fiserv by Confluence Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $1.4M | 14k | 103.56 |
| 2020-06-30 | $1.4M | 14k | 97.65 |
| 2020-03-31 | $1.3M | 13k | 95.01 |
| 2019-12-31 | $1.4M | 14k | 103.56 |
| 2019-09-30 | $1.4M | 14k | 103.56 |
| 2019-06-30 | $1.2M | 13k | 91.13 |
| 2019-03-31 | $1.2M | 13k | 88.31 |
| 2018-12-31 | $991k | 14k | 73.49 |
| 2018-09-30 | $1.1M | 14k | 82.35 |
| 2018-06-30 | $1.0M | 14k | 74.08 |
| 2018-03-31 | $1.0M | 14k | 71.32 |
| 2017-12-31 | $935k | 7.1k | 131.15 |
| 2017-09-30 | $939k | 7.3k | 128.93 |
| 2017-06-30 | $835k | 7.2k | 115.32 |
| 2017-03-31 | $835k | 7.2k | 115.32 |
| 2016-12-31 | $957k | 9.0k | 106.29 |
| 2016-09-30 | $937k | 9.4k | 99.52 |
| 2016-06-30 | $1.1M | 9.8k | 108.71 |
| 2016-03-31 | $1.2M | 12k | 102.62 |
| 2015-12-31 | $726k | 7.9k | 91.41 |
More positions owned by Confluence Wealth Management
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