JWM
Jackson Wealth Management’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,281
| Closed | -$504K | – | 164 |
|
|
2025
Q1 | $504K | Sell |
2,281
-276
| -11% | -$61K | 0.06% | 112 |
|
|
2024
Q4 | $525K | Buy |
+2,557
| New | +$525K | 0.06% | 108 |
|
|
2023
Q3 | – | Sell |
-3,933
| Closed | -$496K | – | 148 |
|
|
2023
Q2 | $496K | Buy |
+3,933
| New | +$496K | 0.07% | 95 |
|
|
2020
Q1 | – | Sell |
-17,840
| Closed | -$2.16M | – | 118 |
|
|
2019
Q4 | $2.16M | Sell |
17,840
-98
| -0.5% | -$11.9K | 0.36% | 77 |
|
|
2019
Q3 | $1.89M | Buy |
17,938
+7,097
| +65% | +$748K | 0.4% | 68 |
|
|
2019
Q2 | $1.02M | Buy |
10,841
+370
| +4% | +$34.9K | 0.22% | 77 |
|
|
2019
Q1 | $924K | Sell |
10,471
-120
| -1% | -$10.6K | 0.23% | 77 |
|
|
2018
Q4 | $743K | Sell |
10,591
-2,819
| -21% | -$198K | 0.22% | 75 |
|
|
2018
Q3 | $1.11M | Buy |
13,410
+670
| +5% | +$55.2K | 0.23% | 77 |
|
|
2018
Q2 | $989K | Sell |
12,740
-6,162
| -33% | -$478K | 0.23% | 80 |
|
|
2018
Q1 | $1.34M | Buy |
+18,902
| New | +$1.34M | 0.38% | 77 |
|