Fiserv shares owned by Curated Wealth Partners
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Curated Wealth Partners
from 13F filings
Historical chart of Curated Wealth Partners investment in Fiserv
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Quarterly reported holdings in Fiserv by Curated Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $512k | 2.9k | 179.65 |
| 2024-06-30 | $459k | 3.1k | 149.04 |
| 2024-03-31 | $539k | 3.4k | 159.83 |
| 2023-12-31 | $478k | 3.6k | 132.84 |
| 2023-09-30 | $379k | 3.4k | 112.96 |
| 2023-06-30 | $241k | 1.9k | 126.15 |
| 2023-03-31 | $216k | 1.9k | 113.03 |