Jacobsen Capital Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Sell |
1,670
-24
| -1% | -$4.14K | 0.11% | 81 |
|
|
2025
Q1 | $374K | Buy |
1,694
+45
| +3% | +$9.94K | 0.16% | 57 |
|
|
2024
Q4 | $339K | Sell |
1,649
-23
| -1% | -$4.73K | 0.14% | 55 |
|
|
2024
Q3 | $300K | Sell |
1,672
-269
| -14% | -$48.3K | 0.13% | 64 |
|
|
2024
Q2 | $289K | Sell |
1,941
-43
| -2% | -$6.41K | 0.13% | 62 |
|
|
2024
Q1 | $317K | Sell |
1,984
-128
| -6% | -$20.5K | 0.15% | 58 |
|
|
2023
Q4 | $281K | Sell |
2,112
-87
| -4% | -$11.6K | 0.14% | 60 |
|
|
2023
Q3 | $248K | Sell |
2,199
-4
| -0.2% | -$452 | 0.13% | 62 |
|
|
2023
Q2 | $278K | Sell |
2,203
-18
| -0.8% | -$2.27K | 0.14% | 58 |
|
|
2023
Q1 | $251K | Sell |
2,221
-16,279
| -88% | -$1.84M | 0.13% | 63 |
|
|
2022
Q4 | $1.87M | Sell |
18,500
-2,387
| -11% | -$241K | 1% | 18 |
|
|
2022
Q3 | $1.95M | Sell |
20,887
-998
| -5% | -$93.4K | 1.12% | 16 |
|
|
2022
Q2 | $1.95M | Sell |
21,885
-1,799
| -8% | -$160K | 1.04% | 19 |
|
|
2022
Q1 | $2.4M | Buy |
23,684
+4,331
| +22% | +$439K | 1.1% | 20 |
|
|
2021
Q4 | $2.01M | Buy |
19,353
+388
| +2% | +$40.3K | 0.95% | 23 |
|
|
2021
Q3 | $2.06M | Buy |
18,965
+492
| +3% | +$53.4K | 1.04% | 19 |
|
|
2021
Q2 | $1.98M | Buy |
18,473
+349
| +2% | +$37.3K | 1.01% | 18 |
|
|
2021
Q1 | $2.16M | Buy |
18,124
+1,084
| +6% | +$129K | 1.19% | 15 |
|
|
2020
Q4 | $1.94M | Hold |
17,040
| – | – | 1.15% | 15 |
|
|
2020
Q3 | $1.76M | Sell |
17,040
-258
| -1% | -$26.6K | 1.23% | 16 |
|
|
2020
Q2 | $1.69M | Buy |
+17,298
| New | +$1.69M | 1.29% | 17 |
|
|
2019
Q4 | $230K | Buy |
+1,990
| New | +$230K | 0.23% | 54 |
|