Fiserv shares owned by Accurate Wealth Management
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Accurate Wealth Management
from 13F filings
Historical chart of Accurate Wealth Management investment in Fiserv
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Quarterly reported holdings in Fiserv by Accurate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $255k | 1.5k | 169.72 |
| 2025-03-31 | $278k | 1.3k | 208.07 |
| 2024-12-31 | $254k | 1.3k | 200.60 |
| 2024-09-30 | $213k | 1.1k | 194.00 |
| 2023-03-31 | $260k | 2.3k | 113.71 |
| 2022-12-31 | $1.6M | 16k | 101.04 |
| 2022-09-30 | $2.8M | 28k | 97.18 |
| 2022-03-31 | $1.0M | 10k | 101.42 |
| 2021-12-31 | $847k | 5.9k | 143.58 |
| 2021-09-30 | $851k | 5.9k | 143.90 |
| 2021-06-30 | $778k | 7.3k | 106.90 |
More positions owned by Accurate Wealth Management
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