Fiserv shares owned by Williams Jones Wealth Management
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Williams Jones Wealth Management
from 13F filings
Historical chart of Williams Jones Wealth Management investment in Fiserv
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Quarterly reported holdings in Fiserv by Williams Jones Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $968k | 7.5k | 128.93 |
| 2025-06-30 | $1.3M | 7.5k | 172.41 |
| 2025-03-31 | $1.7M | 7.8k | 220.83 |
| 2024-12-31 | $1.7M | 8.1k | 205.42 |
| 2024-09-30 | $1.4M | 8.1k | 179.65 |
| 2024-06-30 | $1.2M | 8.1k | 149.04 |
| 2024-03-31 | $1.3M | 8.1k | 159.82 |
| 2023-09-30 | $888k | 7.9k | 112.96 |
| 2023-06-30 | $998k | 7.9k | 126.15 |
| 2023-03-31 | $902k | 8.0k | 113.03 |
| 2022-12-31 | $808k | 8.0k | 101.07 |
| 2022-09-30 | $762k | 8.1k | 93.62 |
| 2022-06-30 | $724k | 8.1k | 88.95 |
| 2022-03-31 | $300k | 3.0k | 101.56 |
| 2021-12-31 | $298k | 2.9k | 103.83 |
| 2021-09-30 | $311k | 2.9k | 108.36 |
| 2021-06-30 | $307k | 2.9k | 106.97 |
| 2021-03-31 | $333k | 2.8k | 118.93 |
| 2020-12-31 | $329k | 2.9k | 113.84 |
| 2020-09-30 | $298k | 2.9k | 103.11 |
| 2020-06-30 | $356k | 3.6k | 97.67 |
| 2020-03-31 | $275k | 2.9k | 95.16 |
| 2019-12-31 | $334k | 2.9k | 115.57 |
| 2019-09-30 | $299k | 2.9k | 103.46 |
More positions owned by Williams Jones Wealth Management
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