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
Tip: Access up to 7 years of quarterly data
All positions including Fiserv held by Monterey Private Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |