Fiserv shares owned by Monterey Private Wealth
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Monterey Private Wealth
from 13F filings
Historical chart of Monterey Private Wealth investment in Fiserv
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Quarterly reported holdings in Fiserv by Monterey Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $409k | 1.9k | 220.83 |
| 2024-12-31 | $380k | 1.8k | 205.42 |
| 2024-09-30 | $332k | 1.8k | 179.65 |
| 2024-06-30 | $275k | 1.8k | 149.04 |
| 2024-03-31 | $278k | 1.7k | 159.82 |
| 2023-12-31 | $230k | 1.7k | 132.84 |
| 2023-06-30 | $222k | 1.8k | 126.15 |
| 2021-12-31 | $206k | 2.0k | 103.99 |
| 2021-09-30 | $220k | 2.0k | 108.11 |
| 2021-06-30 | $218k | 2.0k | 107.13 |
| 2021-03-31 | $202k | 1.6k | 126.25 |