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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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All positions including Fiserv held by Accurate Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fiserv by Accurate Wealth Management

Quarter filed Position value Share count Share price at filing
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