Fiserv shares owned by Sheets Smith Wealth Management
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Sheets Smith Wealth Management
from 13F filings
Historical chart of Sheets Smith Wealth Management investment in Fiserv
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Quarterly reported holdings in Fiserv by Sheets Smith Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $246k | 1.4k | 172.41 |
| 2025-03-31 | $972k | 4.4k | 220.83 |
| 2024-12-31 | $904k | 4.4k | 205.42 |
| 2024-09-30 | $791k | 4.4k | 179.65 |
| 2024-06-30 | $656k | 4.4k | 149.04 |
| 2024-03-31 | $785k | 4.9k | 159.82 |
| 2023-12-31 | $369k | 2.8k | 132.84 |
| 2023-06-30 | $990k | 7.8k | 126.15 |
| 2023-03-31 | $773k | 113 | 6837.81 |
| 2022-12-31 | $691k | 6.8k | 101.07 |
| 2022-09-30 | $640k | 6.8k | 93.62 |
| 2021-09-30 | $460k | 4.2k | 108.52 |
| 2021-06-30 | $570k | 5.3k | 106.96 |
| 2020-03-31 | $976k | 10k | 94.99 |
| 2019-12-31 | $1.4M | 12k | 114.89 |
| 2019-09-30 | $1.3M | 13k | 103.57 |
| 2019-06-30 | $1.2M | 13k | 91.18 |
| 2019-03-31 | $491k | 5.6k | 88.31 |
| 2016-06-30 | $999k | 9.2k | 108.68 |
| 2016-03-31 | $961k | 9.4k | 102.57 |
| 2013-06-30 | $520k | 6.0k | 87.39 |
| 2012-12-31 | $1.1M | 14k | 79.00 |
| 2012-09-30 | $1.0M | 14k | 74.05 |
| 2012-06-30 | $1.7M | 24k | 72.24 |
| 2012-03-31 | $1.6M | 24k | 69.38 |
| 2011-12-31 | $1.5M | 25k | 58.76 |
| 2011-09-30 | $1.3M | 25k | 50.78 |
| 2011-06-30 | $1.6M | 26k | 62.63 |
| 2011-03-31 | $1.6M | 26k | 62.71 |
More positions owned by Sheets Smith Wealth Management
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