Fiserv shares owned by TRUE Private Wealth Advisors
Quarter-by-quarter ownership of Fiserv (FI) shares owned by TRUE Private Wealth Advisors
from 13F filings
Historical chart of TRUE Private Wealth Advisors investment in Fiserv
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Quarterly reported holdings in Fiserv by TRUE Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $275k | 1.5k | 179.67 |
| 2024-06-30 | $742k | 5.0k | 149.04 |
| 2024-03-31 | $777k | 4.9k | 159.82 |
| 2023-12-31 | $630k | 4.7k | 132.83 |
| 2023-09-30 | $450k | 4.0k | 112.96 |
| 2023-06-30 | $437k | 3.5k | 126.15 |
| 2023-03-31 | $383k | 3.4k | 113.03 |
| 2022-12-31 | $346k | 3.4k | 101.06 |
| 2022-09-30 | $299k | 3.2k | 93.41 |
| 2022-06-30 | $279k | 3.1k | 88.80 |
| 2022-03-31 | $376k | 3.7k | 102.54 |
| 2021-12-31 | $370k | 3.6k | 103.79 |
| 2021-09-30 | $416k | 3.8k | 108.33 |
| 2021-06-30 | $402k | 3.8k | 106.66 |
| 2021-03-31 | $534k | 4.5k | 119.09 |
| 2020-12-31 | $558k | 4.9k | 113.72 |
| 2020-09-30 | $473k | 4.6k | 102.94 |
| 2020-06-30 | $142k | 1.5k | 97.26 |
| 2020-03-31 | $138k | 1.5k | 94.52 |
| 2019-12-31 | $167k | 1.4k | 115.49 |
| 2019-06-30 | $131k | 1.4k | 90.59 |
| 2018-09-30 | $143k | 1.7k | 82.39 |
More positions owned by TRUE Private Wealth Advisors
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