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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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All positions including Fiserv held by Sheets Smith Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fiserv by Sheets Smith Wealth Management

Quarter filed Position value Share count Share price at filing
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