Jacobi Capital 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 | $2.07M | Buy |
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|
2025
Q1 | $2.51M | Buy |
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|
2024
Q4 | $2.28M | Buy |
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|
2024
Q3 | $1.99M | Buy |
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|
2024
Q2 | $1.58M | Buy |
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|
2024
Q1 | $1.66M | Buy |
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|
2023
Q4 | $1.38M | Buy |
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|
2023
Q3 | $1.14M | Buy |
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|
2023
Q2 | $1.26M | Sell |
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|
2023
Q1 | $1.53M | Sell |
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|
2022
Q4 | $1.69M | Buy |
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|
2022
Q3 | $1.52M | Buy |
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|
2022
Q2 | $1.36M | Buy |
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|
2022
Q1 | $1.46M | Buy |
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|
2021
Q4 | $1.5M | Sell |
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|
2021
Q3 | $1.59M | Buy |
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|
2021
Q2 | $1.27M | Buy |
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|
2021
Q1 | $1.24M | Sell |
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|
2020
Q4 | $1.26M | Sell |
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|
2020
Q3 | $1.19M | Sell |
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|
2020
Q2 | $1.13M | Hold |
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|
2020
Q1 | $1.1M | Sell |
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|
2019
Q4 | $1.35M | Buy |
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|
2019
Q3 | $1.11M | Buy |
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|
2019
Q2 | $967K | Buy |
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|
2019
Q1 | $870K | Sell |
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|
2018
Q4 | $726K | Buy |
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|
2018
Q3 | $257K | Hold |
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|
2018
Q2 | $231K | Buy |
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|
2018
Q1 | $176K | Buy |
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|
2017
Q4 | $89K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $40K | Hold |
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|
2016
Q2 | $43K | Buy |
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