Fiserv shares owned by Connecticut Wealth Management
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Connecticut Wealth Management
from 13F filings
Historical chart of Connecticut Wealth Management investment in Fiserv
Tip: Access up to 7 years of quarterly data
All positions including Fiserv held by Connecticut Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Fiserv by Connecticut Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $552k | 4.3k | 128.93 |
| 2025-06-30 | $443k | 2.6k | 172.41 |
| 2025-03-31 | $567k | 2.6k | 220.83 |
| 2024-12-31 | $528k | 2.6k | 205.42 |
| 2024-09-30 | $429k | 2.4k | 179.65 |
| 2024-06-30 | $356k | 2.4k | 149.04 |
| 2024-03-31 | $391k | 2.4k | 159.82 |
| 2023-12-31 | $326k | 2.5k | 132.84 |
| 2023-09-30 | $238k | 2.1k | 112.96 |
| 2023-06-30 | $221k | 1.8k | 126.15 |
More positions owned by Connecticut Wealth Management
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