Fiserv shares owned by Keudell/Morrison Wealth Management
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Keudell/Morrison Wealth Management
from 13F filings
Historical chart of Keudell/Morrison Wealth Management investment in Fiserv
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All positions including Fiserv held by Keudell/Morrison Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Fiserv by Keudell/Morrison Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $252k | 1.5k | 172.41 |
| 2025-03-31 | $331k | 1.5k | 220.83 |
| 2024-12-31 | $331k | 1.6k | 205.42 |
| 2024-09-30 | $347k | 1.9k | 179.65 |
| 2024-06-30 | $316k | 2.1k | 149.04 |
| 2024-03-31 | $339k | 2.1k | 159.82 |
| 2023-12-31 | $281k | 2.1k | 132.84 |
| 2023-09-30 | $242k | 2.1k | 112.96 |
| 2023-06-30 | $267k | 2.1k | 126.15 |
| 2023-03-31 | $227k | 2.0k | 113.03 |
| 2022-12-31 | $201k | 2.0k | 101.07 |
| 2019-06-30 | $2.4M | 27k | 91.15 |
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