EOJOAM
E. Ohman J:or Asset Management’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.91M | Sell |
22,701
-2,439
| -10% | -$421K | 0.1% | 103 |
|
|
2025
Q1 | $5.55M | Sell |
25,140
-960
| -4% | -$212K | 0.15% | 84 |
|
|
2024
Q4 | $5.36M | Buy |
26,100
+2,150
| +9% | +$442K | 0.13% | 89 |
|
|
2024
Q3 | $4.3M | Sell |
23,950
-1,650
| -6% | -$296K | 0.11% | 96 |
|
|
2024
Q2 | $3.82M | Buy |
25,600
+1,100
| +4% | +$164K | 0.09% | 105 |
|
|
2024
Q1 | $3.92M | Buy |
24,500
+1,100
| +5% | +$176K | 0.1% | 104 |
|
|
2023
Q4 | $3.11M | Sell |
23,400
-5,300
| -18% | -$704K | 0.11% | 99 |
|
|
2023
Q3 | $3.24M | Buy |
28,700
+18,400
| +179% | +$2.08M | 0.12% | 98 |
|
|
2023
Q2 | $1.3M | Sell |
10,300
-262,432
| -96% | -$33.1M | 0.05% | 219 |
|
|
2023
Q1 | $30.8M | Sell |
272,732
-8,962
| -3% | -$1.01M | 1.21% | 22 |
|
|
2022
Q4 | $28.5M | Sell |
281,694
-57,734
| -17% | -$5.84M | 1.24% | 24 |
|
|
2022
Q3 | $31.8M | Sell |
339,428
-29,212
| -8% | -$2.73M | 1.45% | 16 |
|
|
2022
Q2 | $32.8M | Sell |
368,640
-68,264
| -16% | -$6.07M | 1.42% | 15 |
|
|
2022
Q1 | $44.3M | Sell |
436,904
-23,333
| -5% | -$2.37M | 1.48% | 14 |
|
|
2021
Q4 | $47.8M | Buy |
460,237
+71,435
| +18% | +$7.41M | 1.38% | 14 |
|
|
2021
Q3 | $42.2M | Buy |
388,802
+1,700
| +0.4% | +$184K | 1.33% | 16 |
|
|
2021
Q2 | $41.4M | Sell |
387,102
-2,071
| -0.5% | -$221K | 1.3% | 20 |
|
|
2021
Q1 | $46.3M | Buy |
389,173
+377,273
| +3,170% | +$44.9M | 1.67% | 12 |
|
|
2020
Q4 | $1.35M | Hold |
11,900
| – | – | 0.06% | 192 |
|
|
2020
Q3 | $1.23M | Sell |
11,900
-2,000
| -14% | -$206K | 0.06% | 150 |
|
|
2020
Q2 | $1.36M | Buy |
13,900
+1,400
| +11% | +$137K | 0.08% | 137 |
|
|
2020
Q1 | $1.19M | Sell |
12,500
-1,700
| -12% | -$161K | 0.09% | 127 |
|
|
2019
Q4 | $1.64M | Buy |
+14,200
| New | +$1.64M | 0.09% | 134 |
|
|
2018
Q2 | – | Sell |
-9,600
| Closed | -$685K | – | 437 |
|
|
2018
Q1 | $685K | Buy |
9,600
+4,800
| +100% | +$342K | 0.05% | 199 |
|
|
2017
Q4 | $629K | Sell |
4,800
-1,500
| -24% | -$197K | 0.05% | 220 |
|
|
2017
Q3 | $812K | Buy |
6,300
+200
| +3% | +$25.8K | 0.07% | 180 |
|
|
2017
Q2 | $746K | Hold |
6,100
| – | – | 0.08% | 184 |
|
|
2017
Q1 | $703K | Buy |
6,100
+1,200
| +24% | +$138K | 0.09% | 194 |
|
|
2016
Q4 | $521K | Hold |
4,900
| – | – | 0.07% | 208 |
|
|
2016
Q3 | $487K | Hold |
4,900
| – | – | 0.07% | 204 |
|
|
2016
Q2 | $533K | Hold |
4,900
| – | – | 0.09% | 167 |
|
|
2016
Q1 | $503K | Hold |
4,900
| – | – | 0.09% | 159 |
|
|
2015
Q4 | $448K | Hold |
4,900
| – | – | 0.08% | 187 |
|
|
2015
Q3 | $424K | Hold |
4,900
| – | – | 0.11% | 173 |
|
|
2015
Q2 | $406K | Hold |
4,900
| – | – | 0.1% | 201 |
|
|
2015
Q1 | $389K | Hold |
4,900
| – | – | 0.09% | 221 |
|
|
2014
Q4 | $353K | Sell |
4,900
-1,900
| -28% | -$137K | 0.08% | 237 |
|
|
2014
Q3 | $440K | Hold |
6,800
| – | – | 0.11% | 189 |
|
|
2014
Q2 | $410K | Hold |
6,800
| – | – | 0.1% | 204 |
|
|
2014
Q1 | $385K | Hold |
6,800
| – | – | 0.1% | 227 |
|
|
2013
Q4 | $399K | Buy |
6,800
+3,400
| +100% | +$200K | 0.09% | 219 |
|
|
2013
Q3 | $344K | Hold |
3,400
| – | – | 0.09% | 250 |
|
|
2013
Q2 | $297K | Buy |
+3,400
| New | +$297K | 0.08% | 263 |
|