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Fidelity fund shares owned by Goss Wealth Management

Quarter-by-quarter ownership of Fidelity fund (FIDI) shares owned by Goss Wealth Management from 13F filings

Historical chart of Goss Wealth Management investment in Fidelity fund

Tip: Access up to 7 years of quarterly data

All positions including Fidelity fund held by Goss Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity fund by Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $213k 8.2k 25.91
2025-09-30 $458k 19k 24.47
2025-06-30 $433k 19k 23.29
2025-03-31 $413k 19k 21.44