Fiserv shares owned by Heritage Trust
Historical chart of Heritage Trust investment in Fiserv
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Quarterly reported holdings in Fiserv by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.8M | 44k | 132.84 |
| 2023-09-30 | $5.1M | 45k | 112.96 |
| 2023-06-30 | $5.7M | 45k | 126.15 |
| 2023-03-31 | $4.5M | 40k | 113.03 |
| 2022-12-31 | $3.9M | 39k | 101.07 |
| 2022-09-30 | $3.7M | 39k | 93.59 |
| 2022-06-30 | $3.0M | 33k | 88.97 |
| 2022-03-31 | $3.4M | 33k | 101.38 |
| 2021-12-31 | $2.7M | 26k | 103.74 |
| 2021-09-30 | $1.9M | 18k | 108.44 |
| 2021-06-30 | $1.5M | 14k | 106.91 |
| 2021-03-31 | $1.8M | 15k | 119.09 |
| 2020-12-31 | $1.5M | 14k | 113.83 |
| 2020-09-30 | $1.4M | 14k | 103.09 |
| 2020-06-30 | $1.2M | 12k | 97.60 |
| 2020-03-31 | $1.0M | 11k | 94.97 |
| 2019-12-31 | $770k | 6.7k | 115.58 |
| 2019-09-30 | $829k | 8.0k | 103.62 |
| 2019-06-30 | $729k | 8.0k | 91.12 |
| 2019-03-31 | $706k | 8.0k | 88.25 |
| 2018-12-31 | $941k | 13k | 73.54 |
| 2018-09-30 | $1.1M | 13k | 82.29 |
| 2018-06-30 | $949k | 13k | 74.17 |
| 2018-03-31 | $929k | 13k | 71.23 |
| 2017-12-31 | $861k | 6.6k | 131.25 |
| 2017-09-30 | $846k | 6.6k | 128.91 |
| 2017-06-30 | $784k | 6.4k | 122.50 |
| 2017-03-31 | $1.5M | 13k | 115.32 |