JFS Wealth Advisors’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 | $361K | Buy |
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|
2025
Q1 | $299K | Buy |
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|
2024
Q4 | $278K | Hold |
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|
2024
Q3 | $243K | Buy |
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|
2024
Q2 | $201K | Sell |
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|
2024
Q1 | $216K | Sell |
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|
2023
Q4 | $181K | Buy |
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|
2023
Q3 | $151K | Buy |
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|
2023
Q2 | $23.7K | Sell |
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|
2023
Q1 | $21.7K | Buy |
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|
2022
Q4 | $18.4K | Sell |
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|
2022
Q3 | $24K | Sell |
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|
2022
Q2 | $49K | Buy |
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|
2022
Q1 | $52K | Buy |
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|
2021
Q4 | $53K | Buy |
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|
2021
Q3 | $42K | Hold |
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|
2021
Q2 | $42K | Buy |
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|
2021
Q1 | $22K | Buy |
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|
2020
Q4 | $19K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $1K | Buy |
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