Fiserv shares owned by Wealth Management Associates
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Wealth Management Associates
from 13F filings
Historical chart of Wealth Management Associates investment in Fiserv
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Quarterly reported holdings in Fiserv by Wealth Management Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $250k | 1.9k | 128.93 |
| 2025-06-30 | $336k | 1.9k | 172.41 |
| 2025-03-31 | $431k | 2.0k | 220.83 |
| 2024-12-31 | $401k | 2.0k | 205.42 |
| 2024-09-30 | $350k | 2.0k | 179.65 |
| 2024-06-30 | $289k | 1.9k | 149.04 |
| 2024-03-31 | $289k | 1.9k | 149.04 |
| 2023-12-31 | $257k | 1.9k | 132.84 |
| 2023-09-30 | $219k | 1.9k | 112.96 |
| 2023-06-30 | $245k | 1.9k | 126.15 |
| 2023-03-31 | $219k | 1.9k | 113.03 |
| 2021-06-30 | $466k | 4.4k | 106.89 |
| 2021-03-31 | $519k | 4.4k | 119.04 |
| 2020-12-31 | $496k | 4.4k | 113.86 |
| 2020-09-30 | $393k | 3.8k | 103.05 |
| 2020-06-30 | $382k | 3.9k | 97.62 |
| 2020-03-31 | $371k | 3.9k | 94.99 |
| 2019-12-31 | $424k | 3.7k | 115.63 |
| 2019-09-30 | $454k | 4.4k | 103.59 |
More positions owned by Wealth Management Associates
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