JHCP
Jackson Hole Capital Partners’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Buy |
13,271
+648
| +5% | +$112K | 0.42% | 77 |
|
|
2025
Q1 | $2.79M | Buy |
12,623
+195
| +2% | +$43.1K | 0.55% | 55 |
|
|
2024
Q4 | $2.55M | Buy |
12,428
+191
| +2% | +$39.2K | 0.52% | 54 |
|
|
2024
Q3 | $2.2M | Buy |
12,237
+419
| +4% | +$75.3K | 0.46% | 64 |
|
|
2024
Q2 | $1.76M | Sell |
11,818
-436
| -4% | -$65K | 0.38% | 75 |
|
|
2024
Q1 | $1.96M | Buy |
12,254
+976
| +9% | +$156K | 0.44% | 68 |
|
|
2023
Q4 | $1.5M | Buy |
11,278
+1,037
| +10% | +$138K | 0.38% | 70 |
|
|
2023
Q3 | $1.16M | Sell |
10,241
-164
| -2% | -$18.5K | 0.34% | 73 |
|
|
2023
Q2 | $1.31M | Sell |
10,405
-446
| -4% | -$56.3K | 0.36% | 74 |
|
|
2023
Q1 | $1.22M | Sell |
10,851
-33
| -0.3% | -$3.7K | 0.32% | 77 |
|
|
2022
Q4 | $1.1M | Sell |
10,884
-1,983
| -15% | -$200K | 0.33% | 76 |
|
|
2022
Q3 | $1.2M | Buy |
12,867
+753
| +6% | +$70.5K | 0.37% | 72 |
|
|
2022
Q2 | $1.08M | Buy |
12,114
+1,875
| +18% | +$167K | 0.34% | 77 |
|
|
2022
Q1 | $1.04M | Buy |
10,239
+898
| +10% | +$91K | 0.3% | 84 |
|
|
2021
Q4 | $970K | Sell |
9,341
-114
| -1% | -$11.8K | 0.3% | 78 |
|
|
2021
Q3 | $1.03M | Buy |
9,455
+1,337
| +16% | +$145K | 0.33% | 75 |
|
|
2021
Q2 | $868K | Buy |
8,118
+736
| +10% | +$78.7K | 0.3% | 78 |
|
|
2021
Q1 | $879K | Buy |
7,382
+218
| +3% | +$26K | 0.36% | 71 |
|
|
2020
Q4 | $816K | Sell |
7,164
-32
| -0.4% | -$3.65K | 0.37% | 66 |
|
|
2020
Q3 | $742K | Buy |
7,196
+667
| +10% | +$68.8K | 0.39% | 63 |
|
|
2020
Q2 | $637K | Buy |
6,529
+138
| +2% | +$13.5K | 0.39% | 66 |
|
|
2020
Q1 | $607K | Sell |
6,391
-45
| -0.7% | -$4.27K | 0.45% | 60 |
|
|
2019
Q4 | $744K | Hold |
6,436
| – | – | 0.41% | 68 |
|
|
2019
Q3 | $667K | Buy |
+6,436
| New | +$667K | 0.38% | 68 |
|