Fiserv shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in Fiserv
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Quarterly reported holdings in Fiserv by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $710k | 4.8k | 149.04 |
| 2024-03-31 | $790k | 4.9k | 159.82 |
| 2023-12-31 | $659k | 5.0k | 132.84 |
| 2023-09-30 | $561k | 5.0k | 112.96 |
| 2023-06-30 | $626k | 5.0k | 126.15 |
| 2023-03-31 | $565k | 5.0k | 113.03 |
| 2022-12-31 | $518k | 5.1k | 101.07 |
| 2022-09-30 | $458k | 4.9k | 93.47 |
| 2022-06-30 | $320k | 3.6k | 88.89 |
| 2022-03-31 | $407k | 4.0k | 101.50 |
| 2021-12-31 | $416k | 4.0k | 103.74 |
| 2021-09-30 | $435k | 4.0k | 108.48 |
| 2021-06-30 | $429k | 4.0k | 106.98 |
| 2021-03-31 | $477k | 4.0k | 118.95 |
| 2020-12-31 | $474k | 4.2k | 113.94 |
| 2020-09-30 | $206k | 2.0k | 103.00 |
| 2020-06-30 | $195k | 2.0k | 97.50 |
| 2019-12-31 | $231k | 2.0k | 115.50 |
| 2019-09-30 | $207k | 2.0k | 103.50 |