Fiserv shares owned by Forum Financial Management
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Fiserv
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Quarterly reported holdings in Fiserv by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.1M | 5.3k | 205.42 |
| 2024-09-30 | $926k | 5.2k | 179.65 |
| 2024-06-30 | $769k | 5.2k | 149.04 |
| 2024-03-31 | $824k | 5.2k | 159.82 |
| 2023-12-31 | $724k | 5.5k | 132.84 |
| 2023-09-30 | $660k | 5.8k | 112.96 |
| 2023-06-30 | $737k | 5.8k | 126.15 |
| 2023-03-31 | $582k | 5.2k | 113.03 |
| 2022-12-31 | $529k | 5.2k | 101.07 |
| 2022-09-30 | $657k | 7.0k | 93.62 |
| 2022-06-30 | $591k | 6.6k | 88.91 |
| 2022-03-31 | $561k | 5.5k | 101.32 |
| 2021-12-31 | $672k | 6.5k | 103.75 |
More positions owned by Forum Financial Management
View all positions for Forum Financial Management