Fiserv shares owned by Outlook Wealth Advisors
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Outlook Wealth Advisors
from 13F filings
Historical chart of Outlook Wealth Advisors investment in Fiserv
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Quarterly reported holdings in Fiserv by Outlook Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $706k | 3.9k | 179.65 |
| 2024-06-30 | $597k | 4.0k | 149.04 |
| 2024-03-31 | $650k | 4.1k | 159.82 |
| 2023-12-31 | $590k | 4.4k | 132.84 |
| 2023-09-30 | $615k | 5.4k | 112.96 |
| 2023-06-30 | $671k | 5.3k | 126.15 |
| 2023-03-31 | $564k | 5.0k | 113.03 |
| 2022-12-31 | $490k | 4.9k | 101.07 |
| 2022-09-30 | $445k | 4.8k | 93.39 |
| 2020-09-30 | $651k | 6.3k | 103.06 |
| 2020-06-30 | $617k | 6.3k | 97.67 |
| 2020-03-31 | $600k | 6.3k | 94.98 |
| 2019-09-30 | $654k | 6.3k | 103.53 |
| 2019-06-30 | $576k | 6.3k | 91.18 |
| 2019-03-31 | $558k | 6.3k | 88.33 |