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
Tip: Access up to 7 years of quarterly data
All positions including Fiserv held by Avitas Wealth Management 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 |
---|---|---|---|
2024-06-30 | $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 |