Fiserv shares owned by Evermay Wealth Management
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Evermay Wealth Management
from 13F filings
Historical chart of Evermay Wealth Management investment in Fiserv
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Quarterly reported holdings in Fiserv by Evermay Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $117k | 882 | 132.84 |
| 2023-09-30 | $99k | 876 | 112.96 |
| 2023-06-30 | $101k | 800 | 126.15 |
| 2023-03-31 | $90k | 800 | 113.03 |
| 2022-12-31 | $81k | 800 | 101.07 |
| 2022-09-30 | $75k | 800 | 93.75 |
| 2022-06-30 | $71k | 800 | 88.75 |
| 2022-03-31 | $223k | 2.2k | 101.55 |
| 2021-12-31 | $251k | 2.4k | 103.89 |
| 2021-09-30 | $262k | 2.4k | 108.44 |
| 2021-06-30 | $449k | 4.2k | 106.96 |
| 2021-03-31 | $585k | 4.9k | 118.95 |
| 2020-12-31 | $586k | 5.1k | 113.83 |
| 2020-09-30 | $604k | 5.9k | 103.09 |
| 2020-06-30 | $573k | 5.9k | 97.63 |
| 2020-03-31 | $588k | 6.2k | 94.93 |
| 2019-12-31 | $230k | 2.0k | 115.69 |
| 2019-09-30 | $206k | 2.0k | 103.62 |