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Fiserv shares owned by Cm Wealth Advisors

Quarter-by-quarter ownership of Fiserv (FI) shares owned by Cm Wealth Advisors from 13F filings

Historical chart of Cm Wealth Advisors investment in Fiserv

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

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Quarterly reported holdings in Fiserv by Cm Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $433k 2.4k 179.65
2024-06-30 $359k 2.4k 149.04
2024-03-31 $369k 2.4k 153.04
2023-12-31 $320k 2.4k 132.84
2023-09-30 $294k 2.4k 122.16
2023-06-30 $301k 2.4k 124.99
2023-03-31 $285k 2.4k 118.26
2022-12-31 $244k 2.4k 101.07
2022-09-30 $226k 2.4k 93.57
2022-06-30 $214k 2.4k 88.97