Jaffetilchin Investment Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Sell |
1,194
-205
| -15% | -$35.3K | 0.01% | 411 |
|
|
2025
Q1 | $309K | Buy |
1,399
+5
| +0.4% | +$1.1K | 0.02% | 320 |
|
|
2024
Q4 | $286K | Sell |
1,394
-37
| -3% | -$7.6K | 0.02% | 317 |
|
|
2024
Q3 | $257K | Sell |
1,431
-101
| -7% | -$18.1K | 0.02% | 314 |
|
|
2024
Q2 | $228K | Buy |
1,532
+230
| +18% | +$34.3K | 0.02% | 318 |
|
|
2024
Q1 | $208K | Buy |
+1,302
| New | +$208K | 0.02% | 346 |
|
|
2019
Q1 | – | Sell |
-3,238
| Closed | -$238K | – | 296 |
|
|
2018
Q4 | $238K | Hold |
3,238
| – | – | 0.06% | 214 |
|
|
2018
Q3 | $267K | Hold |
3,238
| – | – | 0.06% | 245 |
|
|
2018
Q2 | $240K | Sell |
3,238
-7,117
| -69% | -$528K | 0.05% | 250 |
|
|
2018
Q1 | $738K | Buy |
10,355
+7,117
| +220% | +$507K | 0.17% | 112 |
|
|
2017
Q4 | $212K | Hold |
3,238
| – | – | 0.07% | 217 |
|
|
2017
Q3 | $209K | Sell |
3,238
-1,276
| -28% | -$82.4K | 0.05% | 276 |
|
|
2017
Q2 | $276K | Buy |
+4,514
| New | +$276K | 0.09% | 190 |
|
|
2016
Q4 | – | Sell |
-7,040
| Closed | -$350K | – | 267 |
|
|
2016
Q3 | $350K | Sell |
7,040
-2,976
| -30% | -$148K | 0.11% | 137 |
|
|
2016
Q2 | $545K | Buy |
10,016
+5,830
| +139% | +$317K | 0.17% | 95 |
|
|
2016
Q1 | $215K | Sell |
4,186
-3,558
| -46% | -$183K | 0.07% | 164 |
|
|
2015
Q4 | $354K | Sell |
7,744
-108
| -1% | -$4.94K | 0.11% | 127 |
|
|
2015
Q3 | $340K | Buy |
+7,852
| New | +$340K | 0.13% | 120 |
|
|
2014
Q1 | – | Sell |
-37,364
| Closed | -$1.1M | – | 200 |
|
|
2013
Q4 | $1.1M | Buy |
+37,364
| New | +$1.1M | 0.54% | 37 |
|