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Fiserv shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Fiserv (FI) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Fiserv

Tip: Access up to 7 years of quarterly data

All positions including Fiserv held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fiserv by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.7M 36k 159.82
2023-12-31 $1.2M 9.3k 132.84
2023-09-30 $1.1M 9.4k 112.96
2023-06-30 $1.0M 8.2k 126.15
2023-03-31 $892k 7.9k 113.03
2022-12-31 $619k 6.1k 101.07
2022-09-30 $444k 4.7k 93.65
2022-06-30 $320k 3.6k 89.06
2022-03-31 $382k 3.8k 101.49
2021-12-31 $318k 3.1k 103.82
2021-03-31 $378k 3.2k 118.94
2020-12-31 $336k 2.9k 113.94
2019-12-31 $230k 2.0k 115.87
2019-09-30 $219k 2.1k 103.40
2019-06-30 $1.2M 13k 91.19
2018-03-31 $676k 9.5k 71.32
2017-12-31 $634k 4.8k 131.05
2016-09-30 $371k 3.7k 99.41
2016-06-30 $407k 3.7k 108.71
2016-03-31 $380k 3.7k 102.70
2015-12-31 $338k 3.7k 91.35
2015-09-30 $320k 3.7k 86.49
2015-06-30 $316k 3.8k 82.94
2015-03-31 $303k 3.8k 79.53