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Fiserv shares owned by Legacy Advisors

Quarter-by-quarter ownership of Fiserv (FI) shares owned by Legacy Advisors from 13F filings

Historical chart of Legacy Advisors investment in Fiserv

Jul 2023Oct 2023Jan 2024Apr 2024Jul 2024Oct 2024Jan 20251M1.5M2M6k7k8k9k10k11k
Value ($)Share countHistorical FI position of Legacy Advisors Source: stockzoa.comValue ($)Share count

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All positions including Fiserv held by Legacy Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fiserv by Legacy Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.2M 11k 205.42
2024-09-30 $1.9M 11k 179.65
2024-06-30 $1.0M 6.7k 149.04
2024-03-31 $970k 6.1k 159.82
2023-12-31 $841k 6.3k 132.84
2023-09-30 $688k 6.1k 112.96
2023-06-30 $861k 6.8k 126.15