Fiserv shares owned by Sax Wealth Advisors
Historical chart of Sax Wealth Advisors investment in Fiserv
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All positions including Fiserv held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Fiserv by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $559k | 2.7k | 205.46 |
| 2024-09-30 | $486k | 2.7k | 179.68 |
| 2024-06-30 | $346k | 2.3k | 149.07 |
| 2024-03-31 | $388k | 2.4k | 159.85 |
| 2023-12-31 | $306k | 2.3k | 132.87 |
| 2023-09-30 | $260k | 2.3k | 112.98 |