Fiserv shares owned by Avitas Wealth Management
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Avitas Wealth Management
from 13F filings
Historical chart of Avitas Wealth Management investment in Fiserv
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Quarterly reported holdings in Fiserv by Avitas Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $420k | 2.0k | 205.42 |
| 2024-09-30 | $377k | 2.1k | 179.65 |
| 2024-06-30 | $337k | 2.3k | 149.04 |
| 2024-03-31 | $382k | 2.4k | 159.82 |
| 2023-12-31 | $321k | 2.4k | 132.84 |
| 2023-09-30 | $274k | 2.4k | 112.96 |
| 2018-12-31 | $3.5M | 48k | 73.50 |
| 2018-09-30 | $3.9M | 48k | 82.38 |
| 2018-06-30 | $3.4M | 46k | 74.09 |