Fiserv shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in Fiserv
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Quarterly reported holdings in Fiserv by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $351k | 2.2k | 159.81 |
| 2023-12-31 | $282k | 2.1k | 132.83 |
| 2023-09-30 | $227k | 2.0k | 112.95 |
| 2023-06-30 | $245k | 1.9k | 126.14 |
| 2023-03-31 | $205k | 1.8k | 113.09 |
| 2019-03-31 | $46k | 518 | 88.80 |
| 2018-12-31 | $41k | 553 | 74.14 |
| 2018-09-30 | $21k | 258 | 81.40 |
| 2018-06-30 | $20k | 258 | 77.52 |
| 2018-03-31 | $18k | 258 | 69.77 |
| 2017-12-31 | $16k | 129 | 124.03 |