Fiserv shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in Fiserv
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All positions including Fiserv held by Aurum Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $332k | 1.9k | 179.65 |
2024-06-30 | $282k | 1.9k | 149.04 |
2024-03-31 | $297k | 1.9k | 159.82 |
2023-12-31 | $248k | 1.9k | 132.84 |
2023-09-30 | $241k | 2.1k | 112.96 |
2023-06-30 | $271k | 2.1k | 126.15 |
2023-03-31 | $255k | 2.3k | 113.03 |
2022-12-31 | $223k | 2.2k | 101.07 |
2022-09-30 | $229k | 2.5k | 93.43 |
2022-06-30 | $217k | 2.4k | 88.86 |
2022-03-31 | $263k | 2.6k | 101.35 |
2021-12-31 | $213k | 2.1k | 103.65 |
2021-09-30 | $221k | 2.0k | 108.49 |
2021-03-31 | $207k | 1.7k | 119.17 |
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