Jackson Wealth Management’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 | – | Sell |
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|
2025
Q1 | $504K | Sell |
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|
2024
Q4 | $525K | Buy |
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|
2023
Q3 | – | Sell |
|
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|
2023
Q2 | $496K | Buy |
|
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|
2020
Q1 | – | Sell |
|
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|
2019
Q4 | $2.16M | Sell |
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|
2019
Q3 | $1.89M | Buy |
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|
2019
Q2 | $1.02M | Buy |
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|
2019
Q1 | $924K | Sell |
|
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|
2018
Q4 | $743K | Sell |
|
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|
2018
Q3 | $1.1M | Buy |
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|
2018
Q2 | $989K | Sell |
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|
2018
Q1 | $1.34M | Buy |
|