J.M. Forbes & Co’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $773K | Sell |
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|
2025
Q1 | $1.12M | Sell |
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|
2024
Q4 | $1.09M | Hold |
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|
2024
Q3 | $956K | Buy |
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|
2024
Q2 | $760K | Hold |
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|
2024
Q1 | $814K | Hold |
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|
2023
Q4 | $677K | Hold |
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|
2023
Q3 | $576K | Hold |
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|
2023
Q2 | $643K | Hold |
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|
2023
Q1 | $576K | Hold |
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|
2022
Q4 | $515K | Hold |
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|
2022
Q3 | $477K | Sell |
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|
2022
Q2 | $456K | Hold |
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|
2022
Q1 | $520K | Hold |
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|
2021
Q4 | $532K | Hold |
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|
2021
Q3 | $556K | Hold |
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|
2021
Q2 | $548K | Hold |
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|
2021
Q1 | $610K | Sell |
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|
2020
Q4 | $594K | Sell |
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|
2020
Q3 | $549K | Sell |
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|
2020
Q2 | $570K | Sell |
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|
2020
Q1 | $568K | Sell |
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|
2019
Q4 | $701K | Sell |
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|
2019
Q3 | $645K | Hold |
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|
2019
Q2 | $568K | Buy |
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|
2019
Q1 | $505K | Hold |
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|
2018
Q4 | $420K | Hold |
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|
2018
Q3 | $472K | Sell |
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|
2018
Q2 | $463K | Sell |
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|
2018
Q1 | $451K | Hold |
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|
2017
Q4 | $414K | Hold |
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|
2017
Q3 | $407K | Hold |
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|
2017
Q2 | $386K | Hold |
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|
2017
Q1 | $364K | Hold |
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|
2016
Q4 | $335K | Hold |
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|
2016
Q3 | $314K | Hold |
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|
2016
Q2 | $343K | Hold |
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|
2016
Q1 | $324K | Hold |
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|
2015
Q4 | $289K | Hold |
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|
2015
Q3 | $273K | Hold |
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|
2015
Q2 | $262K | Hold |
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|
2015
Q1 | $251K | Hold |
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|
2014
Q4 | $244K | Hold |
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|
2014
Q3 | $204K | Buy |
|