Fiserv shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in Fiserv
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Quarterly reported holdings in Fiserv by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $215k | 1.7k | 128.93 |
| 2025-06-30 | $288k | 1.7k | 172.41 |
| 2025-03-31 | $368k | 1.7k | 220.83 |
| 2024-12-31 | $362k | 1.8k | 205.42 |
| 2024-09-30 | $317k | 1.8k | 179.65 |
| 2024-06-30 | $273k | 1.8k | 149.04 |
| 2024-03-31 | $336k | 2.1k | 159.82 |
More positions owned by Cassaday & Co Wealth Management
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