Jackson Wealth Management’s Fiserv Inc FISV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,281	Closed	-$504K	–	164
2025 Q1	$504K	Sell	2,281 -276	-11%	-$60.4K	0.06%	112
2024 Q4	$525K	Buy	+2,557	New	+$522K	0.06%	108
2023 Q3	–	Sell	-3,933	Closed	-$496K	–	148
2023 Q2	$496K	Buy	+3,933	New	+$463K	0.07%	95
2020 Q1	–	Sell	-17,840	Closed	-$2.16M	–	118
2019 Q4	$2.16M	Sell	17,840 -98	-0.5%	-$10.8K	0.36%	77
2019 Q3	$1.89M	Buy	17,938 +7,097	+65%	+$725K	0.4%	68
2019 Q2	$1.02M	Buy	10,841 +370	+4%	+$32.4K	0.22%	77
2019 Q1	$924K	Sell	10,471 -120	-1%	-$9.9K	0.23%	77
2018 Q4	$743K	Sell	10,591 -2,819	-21%	-$218K	0.22%	75
2018 Q3	$1.1M	Buy	13,410 +670	+5%	+$52.6K	0.23%	77
2018 Q2	$989K	Sell	12,740 -6,162	-33%	-$447K	0.23%	80
2018 Q1	$1.34M	Buy	+18,902	New	+$1.33M	0.38%	77