Fidelity fund shares owned by Beirne Wealth Consulting Services
Quarter-by-quarter ownership of Fidelity fund (FIVA) shares owned by Beirne Wealth Consulting Services
from 13F filings
Historical chart of Beirne Wealth Consulting Services investment in Fidelity fund
Tip: Access up to 7 years of quarterly data
All positions including Fidelity fund held by Beirne Wealth Consulting Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Fidelity fund by Beirne Wealth Consulting Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $310k | 9.9k | 31.29 |
| 2025-06-30 | $291k | 9.9k | 29.35 |
| 2025-03-31 | $514k | 19k | 26.65 |
| 2024-12-31 | $481k | 20k | 24.21 |
| 2024-09-30 | $509k | 19k | 26.55 |
| 2024-06-30 | $487k | 19k | 25.18 |
| 2024-03-31 | $536k | 21k | 25.43 |
| 2023-12-31 | $514k | 21k | 24.42 |
| 2023-09-30 | $495k | 21k | 23.29 |
| 2023-06-30 | $495k | 21k | 23.29 |
| 2023-03-31 | $506k | 22k | 22.64 |
| 2022-12-31 | $581k | 28k | 21.08 |
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