JFGIW
Johnson Financial Group Inc (Wisconsin)’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Sell |
10,370
-1,259
| -11% | -$217K | 0.08% | 120 |
|
|
2025
Q1 | $2.57M | Sell |
11,629
-423
| -4% | -$93.4K | 0.13% | 92 |
|
|
2024
Q4 | $2.6M | Buy |
12,052
+6,259
| +108% | +$1.35M | 0.12% | 92 |
|
|
2024
Q3 | $1.04M | Sell |
5,793
-150
| -3% | -$26.9K | 0.05% | 152 |
|
|
2024
Q2 | $886K | Buy |
5,943
+1,128
| +23% | +$168K | 0.04% | 154 |
|
|
2024
Q1 | $770K | Sell |
4,815
-1,898
| -28% | -$303K | 0.04% | 146 |
|
|
2023
Q4 | $892K | Buy |
6,713
+1,277
| +23% | +$170K | 0.05% | 121 |
|
|
2023
Q3 | $614K | Hold |
5,436
| – | – | 0.04% | 152 |
|
|
2023
Q2 | $686K | Sell |
5,436
-2,725
| -33% | -$344K | 0.05% | 155 |
|
|
2023
Q1 | $922K | Sell |
8,161
-30
| -0.4% | -$3.39K | 0.07% | 124 |
|
|
2022
Q4 | $828K | Sell |
8,191
-155
| -2% | -$15.7K | 0.07% | 123 |
|
|
2022
Q3 | $844K | Sell |
8,346
-1,588
| -16% | -$161K | 0.08% | 116 |
|
|
2022
Q2 | $883K | Hold |
9,934
| – | – | 0.06% | 131 |
|
|
2022
Q1 | $1.01M | Sell |
9,934
-112
| -1% | -$11.4K | 0.07% | 137 |
|
|
2021
Q4 | $1.04M | Sell |
10,046
-788
| -7% | -$81.8K | 0.07% | 134 |
|
|
2021
Q3 | $1.18M | Hold |
10,834
| – | – | 0.08% | 117 |
|
|
2021
Q2 | $1.16M | Hold |
10,834
| – | – | 0.08% | 118 |
|
|
2021
Q1 | $1.29M | Sell |
10,834
-1,073
| -9% | -$128K | 0.09% | 105 |
|
|
2020
Q4 | $1.36M | Buy |
11,907
+3,973
| +50% | +$452K | 0.12% | 89 |
|
|
2020
Q3 | $818K | Sell |
7,934
-36,892
| -82% | -$3.8M | 0.08% | 104 |
|
|
2020
Q2 | $4.38M | Sell |
44,826
-124,402
| -74% | -$12.1M | 0.47% | 29 |
|
|
2020
Q1 | $16.1M | Sell |
169,228
-2,755
| -2% | -$262K | 1.92% | 9 |
|
|
2019
Q4 | $19.9M | Buy |
171,983
+559
| +0.3% | +$64.6K | 1.8% | 12 |
|
|
2019
Q3 | $17.8M | Sell |
171,424
-607
| -0.4% | -$62.9K | 1.63% | 12 |
|
|
2019
Q2 | $15.7M | Buy |
172,031
+300
| +0.2% | +$27.3K | 1.4% | 14 |
|
|
2019
Q1 | $15.2M | Sell |
171,731
-3,225
| -2% | -$285K | 1.34% | 15 |
|
|
2018
Q4 | $12.9M | Sell |
174,956
-686
| -0.4% | -$50.4K | 1.32% | 16 |
|
|
2018
Q3 | $14.5M | Buy |
175,642
+1,840
| +1% | +$152K | 1.48% | 12 |
|
|
2018
Q2 | $12.9M | Sell |
173,802
-4,874
| -3% | -$361K | 1.41% | 12 |
|
|
2018
Q1 | $12.7M | Buy |
178,676
+87,666
| +96% | +$6.25M | 1.52% | 12 |
|
|
2017
Q4 | $11.9M | Buy |
91,010
+644
| +0.7% | +$84.4K | 1.46% | 14 |
|
|
2017
Q3 | $11.7M | Sell |
90,366
-968
| -1% | -$125K | 1.53% | 12 |
|
|
2017
Q2 | $11.2M | Sell |
91,334
-33
| -0% | -$4.04K | 1.61% | 13 |
|
|
2017
Q1 | $10.5M | Buy |
91,367
+1,068
| +1% | +$123K | 1.33% | 16 |
|
|
2016
Q4 | $9.6M | Sell |
90,299
-567
| -0.6% | -$60.3K | 1.32% | 13 |
|
|
2016
Q3 | $9.04M | Sell |
90,866
-119
| -0.1% | -$11.8K | 1.21% | 13 |
|
|
2016
Q2 | $9.89M | Buy |
90,985
+1,666
| +2% | +$181K | 1.37% | 11 |
|
|
2016
Q1 | $9.16M | Hold |
89,319
| – | – | 1.83% | 9 |
|
|
2015
Q4 | $8.17M | Buy |
89,319
+500
| +0.6% | +$45.7K | 1.7% | 8 |
|
|
2015
Q3 | $7.69M | Hold |
88,819
| – | – | 1.68% | 7 |
|
|
2015
Q2 | $7.36M | Hold |
88,819
| – | – | 1.52% | 7 |
|
|
2015
Q1 | $7.05M | Hold |
88,819
| – | – | 1.51% | 7 |
|
|
2014
Q4 | $6.3M | Sell |
88,819
-300
| -0.3% | -$21.3K | 1.46% | 7 |
|
|
2014
Q3 | $5.76M | Sell |
89,119
-293
| -0.3% | -$18.9K | 1.5% | 6 |
|
|
2014
Q2 | $5.39M | Hold |
89,412
| – | – | 1.42% | 6 |
|
|
2014
Q1 | $5.07M | Hold |
89,412
| – | – | 1.48% | 6 |
|
|
2013
Q4 | $5.28M | Buy |
89,412
+44,706
| +100% | +$2.64M | 1.53% | 6 |
|
|
2013
Q3 | $4.52M | Hold |
44,706
| – | – | 1.37% | 8 |
|
|
2013
Q2 | $3.91M | Buy |
+44,706
| New | +$3.91M | 1.09% | 12 |
|