Fiserv shares owned by Venturi Wealth Management
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Venturi Wealth Management
from 13F filings
Historical chart of Venturi Wealth Management investment in Fiserv
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Quarterly reported holdings in Fiserv by Venturi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $15M | 81k | 179.65 |
| 2024-06-30 | $12M | 79k | 149.04 |
| 2024-03-31 | $13M | 79k | 159.82 |
| 2023-12-31 | $10M | 78k | 132.84 |
| 2023-09-30 | $8.7M | 77k | 112.96 |
| 2023-06-30 | $953k | 7.6k | 126.15 |
| 2023-03-31 | $856k | 7.6k | 113.03 |
| 2022-12-31 | $806k | 8.0k | 101.07 |
| 2022-09-30 | $800k | 8.5k | 93.58 |
| 2022-06-30 | $776k | 8.7k | 88.94 |
| 2022-03-31 | $893k | 8.8k | 101.43 |
| 2021-12-31 | $911k | 8.8k | 103.83 |
| 2021-09-30 | $1.1M | 9.7k | 108.52 |
| 2021-06-30 | $781k | 7.3k | 106.90 |
| 2021-03-31 | $887k | 7.4k | 119.09 |
| 2020-12-31 | $835k | 7.3k | 113.84 |
| 2020-09-30 | $523k | 5.1k | 103.09 |
| 2020-06-30 | $432k | 4.4k | 97.56 |
| 2020-03-31 | $259k | 2.7k | 95.05 |
| 2019-09-30 | $19k | 179 | 106.15 |