Fiserv shares owned by Cm Wealth Advisors
Historical chart of Cm Wealth Advisors investment in Fiserv
Tip: Access up to 7 years of quarterly data
All positions including Fiserv held by Cm Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Fiserv by Cm Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $311k | 2.4k | 128.93 |
| 2025-06-30 | $416k | 2.4k | 172.41 |
| 2025-03-31 | $532k | 2.4k | 220.83 |
| 2024-12-31 | $495k | 2.4k | 205.42 |
| 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 |