Fiserv shares owned by Mission Wealth Management
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Mission Wealth Management
from 13F filings
Historical chart of Mission Wealth Management investment in Fiserv
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Quarterly reported holdings in Fiserv by Mission Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.7M | 20k | 179.65 |
| 2024-06-30 | $3.1M | 21k | 149.04 |
| 2024-03-31 | $3.3M | 21k | 159.82 |
| 2023-12-31 | $2.7M | 20k | 132.84 |
| 2023-09-30 | $2.1M | 18k | 112.96 |
| 2023-06-30 | $2.1M | 17k | 126.15 |
| 2023-03-31 | $1.8M | 16k | 113.03 |
| 2022-12-31 | $1.6M | 16k | 101.07 |
| 2022-09-30 | $1.6M | 17k | 93.59 |
| 2022-06-30 | $1.5M | 17k | 88.97 |
| 2022-03-31 | $1.7M | 17k | 101.39 |
| 2021-12-31 | $740k | 7.1k | 103.85 |
| 2021-09-30 | $748k | 6.9k | 108.45 |
| 2021-06-30 | $736k | 6.9k | 106.96 |
| 2021-03-31 | $414k | 3.5k | 119.07 |
| 2020-12-31 | $395k | 3.5k | 113.93 |
| 2020-09-30 | $356k | 3.5k | 103.13 |
| 2020-06-30 | $337k | 3.5k | 97.62 |
| 2020-03-31 | $330k | 3.5k | 95.13 |
| 2019-12-31 | $401k | 3.5k | 115.63 |
| 2019-09-30 | $356k | 3.4k | 103.58 |
| 2019-06-30 | $311k | 3.4k | 91.18 |
| 2019-03-31 | $298k | 3.4k | 88.35 |
| 2018-09-30 | $222k | 2.7k | 82.34 |
| 2018-06-30 | $200k | 2.7k | 74.18 |