JGP Wealth 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 | $1.06M | Buy |
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|
2025
Q2 | $1.41M | Buy |
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|
2025
Q1 | $1.77M | Sell |
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|
2024
Q4 | $1.67M | Buy |
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|
2024
Q3 | $1.45M | Buy |
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|
2024
Q2 | $1.16M | Buy |
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|
2024
Q1 | $1.19M | Buy |
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|
2023
Q4 | $457K | Buy |
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|
2023
Q3 | $335K | Buy |
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|
2023
Q2 | $374K | Hold |
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|
2023
Q1 | $335K | Buy |
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|
2022
Q4 | $298K | Sell |
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|
2022
Q3 | $301K | Buy |
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|
2022
Q2 | $278K | Buy |
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|
2022
Q1 | $294K | Buy |
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|
2021
Q4 | $314K | Buy |
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|
2021
Q3 | $313K | Hold |
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|
2021
Q2 | $308K | Hold |
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|
2021
Q1 | $343K | Hold |
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|
2020
Q4 | $324K | Hold |
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|
2020
Q3 | $295K | Hold |
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|
2020
Q2 | $280K | Hold |
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|
2020
Q1 | $284K | Hold |
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|
2019
Q4 | $337K | Hold |
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|
2019
Q3 | $291K | Hold |
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|
2019
Q2 | $263K | Hold |
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|
2019
Q1 | $255K | Hold |
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|
2018
Q4 | $212K | Hold |
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|
2018
Q3 | $238K | Hold |
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|
2018
Q2 | $214K | Buy |
|