JFS Wealth Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Buy |
2,092
+737
| +54% | +$127K | 0.02% | 240 |
|
|
2025
Q1 | $299K | Buy |
1,355
+2
| +0.1% | +$442 | 0.02% | 259 |
|
|
2024
Q4 | $278K | Hold |
1,353
| – | – | 0.02% | 257 |
|
|
2024
Q3 | $243K | Buy |
1,353
+5
| +0.4% | +$898 | 0.02% | 267 |
|
|
2024
Q2 | $201K | Sell |
1,348
-3
| -0.2% | -$447 | 0.02% | 244 |
|
|
2024
Q1 | $216K | Sell |
1,351
-10
| -0.7% | -$1.6K | 0.02% | 239 |
|
|
2023
Q4 | $181K | Buy |
1,361
+27
| +2% | +$3.59K | 0.02% | 245 |
|
|
2023
Q3 | $151K | Buy |
1,334
+1,146
| +610% | +$129K | 0.01% | 249 |
|
|
2023
Q2 | $23.7K | Sell |
188
-4
| -2% | -$505 | ﹤0.01% | 503 |
|
|
2023
Q1 | $21.7K | Buy |
192
+10
| +5% | +$1.13K | ﹤0.01% | 519 |
|
|
2022
Q4 | $18.4K | Sell |
182
-73
| -29% | -$7.38K | ﹤0.01% | 554 |
|
|
2022
Q3 | $24K | Sell |
255
-292
| -53% | -$27.5K | ﹤0.01% | 528 |
|
|
2022
Q2 | $49K | Buy |
547
+35
| +7% | +$3.14K | 0.01% | 398 |
|
|
2022
Q1 | $52K | Buy |
512
+6
| +1% | +$609 | ﹤0.01% | 416 |
|
|
2021
Q4 | $53K | Buy |
506
+117
| +30% | +$12.3K | 0.01% | 408 |
|
|
2021
Q3 | $42K | Hold |
389
| – | – | ﹤0.01% | 443 |
|
|
2021
Q2 | $42K | Buy |
389
+203
| +109% | +$21.9K | 0.01% | 289 |
|
|
2021
Q1 | $22K | Buy |
186
+17
| +10% | +$2.01K | ﹤0.01% | 324 |
|
|
2020
Q4 | $19K | Buy |
+169
| New | +$19K | ﹤0.01% | 336 |
|
|
2016
Q2 | – | Sell |
-18
| Closed | -$1K | – | 541 |
|
|
2016
Q1 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 571 |
|