Fiserv shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in Fiserv
Tip: Access up to 7 years of quarterly data
All positions including Fiserv held by Optimum Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Fiserv by Optimum Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $847k | 4.7k | 179.65 |
2024-06-30 | $651k | 4.4k | 149.04 |
2024-03-31 | $738k | 4.6k | 159.82 |
2023-12-31 | $531k | 4.0k | 132.84 |
2023-09-30 | $475k | 4.2k | 112.96 |
2023-06-30 | $530k | 4.2k | 126.15 |
2023-03-31 | $418k | 3.7k | 113.03 |
2022-12-31 | $341k | 3.4k | 101.07 |
2022-09-30 | $175k | 1.9k | 93.33 |
2022-06-30 | $167k | 1.9k | 89.07 |
2022-03-31 | $66k | 650 | 101.54 |
2021-12-31 | $112k | 1.1k | 103.70 |
2021-09-30 | $102k | 950 | 107.37 |
2021-06-30 | $102k | 950 | 107.37 |
2021-03-31 | $113k | 950 | 118.95 |
2020-12-31 | $74k | 650 | 113.85 |
2020-09-30 | $67k | 650 | 103.08 |
2020-06-30 | $68k | 700 | 97.14 |
2020-03-31 | $88k | 923 | 95.34 |
2019-12-31 | $179k | 1.6k | 115.48 |
2019-09-30 | $73k | 700 | 104.29 |
2019-06-30 | $64k | 700 | 91.43 |
2019-03-31 | $62k | 700 | 88.57 |
2018-12-31 | $51k | 700 | 72.86 |
2018-09-30 | $58k | 700 | 82.86 |
2018-06-30 | $52k | 700 | 74.29 |
2018-03-31 | $43k | 600 | 71.67 |
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