Jacobsen 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
Q3 | $228K | Buy |
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|
2025
Q2 | $288K | Sell |
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|
2025
Q1 | $374K | Buy |
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|
2024
Q4 | $339K | Sell |
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|
2024
Q3 | $300K | Sell |
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|
2024
Q2 | $289K | Sell |
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|
2024
Q1 | $317K | Sell |
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|
2023
Q4 | $281K | Sell |
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|
2023
Q3 | $248K | Sell |
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|
2023
Q2 | $278K | Sell |
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|
2023
Q1 | $251K | Sell |
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|
2022
Q4 | $1.87M | Sell |
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|
2022
Q3 | $1.95M | Sell |
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|
2022
Q2 | $1.95M | Sell |
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|
2022
Q1 | $2.4M | Buy |
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|
2021
Q4 | $2.01M | Buy |
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|
2021
Q3 | $2.06M | Buy |
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|
2021
Q2 | $1.98M | Buy |
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|
2021
Q1 | $2.16M | Buy |
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|
2020
Q4 | $1.94M | Hold |
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|
2020
Q3 | $1.75M | Sell |
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|
2020
Q2 | $1.69M | Buy |
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|
2019
Q4 | $230K | Buy |
|