Fiserv shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Fiserv
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Quarterly reported holdings in Fiserv by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $229k | 1.3k | 179.65 |
| 2024-06-30 | $149k | 1.0k | 149.04 |
| 2024-03-31 | $245k | 1.5k | 159.82 |
| 2023-12-31 | $157k | 1.2k | 132.84 |
| 2023-09-30 | $193k | 1.7k | 112.96 |
| 2023-06-30 | $224k | 1.8k | 126.15 |
| 2023-03-31 | $183k | 1.6k | 113.03 |
| 2022-12-31 | $181k | 1.8k | 101.07 |
| 2022-06-30 | $169k | 1.9k | 88.71 |
| 2022-03-31 | $140k | 1.4k | 101.08 |
| 2021-12-31 | $144k | 1.4k | 103.90 |
| 2021-09-30 | $127k | 1.2k | 108.73 |
| 2021-06-30 | $136k | 1.3k | 106.58 |
| 2021-03-31 | $144k | 1.2k | 118.71 |
| 2020-12-31 | $127k | 1.1k | 113.70 |