Fiserv shares owned by HB Wealth Management
Historical chart of HB Wealth Management investment in Fiserv
Tip: Access up to 7 years of quarterly data
All positions including Fiserv held by HB Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Fiserv by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.4M | 34k | 128.93 |
| 2025-06-30 | $5.9M | 34k | 172.41 |
| 2025-03-31 | $8.8M | 40k | 220.83 |
| 2024-12-31 | $6.3M | 31k | 205.42 |
| 2024-09-30 | $5.3M | 30k | 179.65 |
| 2024-06-30 | $4.3M | 29k | 149.04 |
| 2024-03-31 | $4.7M | 29k | 159.82 |
| 2023-12-31 | $3.6M | 27k | 132.84 |
| 2023-09-30 | $3.0M | 27k | 112.96 |
| 2023-06-30 | $3.2M | 26k | 126.15 |
| 2023-03-31 | $2.6M | 23k | 113.03 |
| 2022-12-31 | $2.3M | 22k | 101.07 |
| 2022-09-30 | $1.6M | 17k | 93.57 |
| 2022-06-30 | $1.4M | 16k | 88.99 |
| 2022-03-31 | $1.6M | 15k | 101.38 |
| 2021-12-31 | $1.4M | 14k | 103.76 |
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