Jones Financial Companies’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 | $31.7M | Buy |
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|
2025
Q1 | $31.1M | Buy |
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|
2024
Q4 | $24M | Buy |
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|
2024
Q3 | $16.8M | Buy |
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|
2024
Q2 | $10.8M | Buy |
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|
2024
Q1 | $9.02M | Buy |
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|
2023
Q4 | $6.11M | Buy |
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|
2023
Q3 | $4.8M | Buy |
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|
2023
Q2 | $4.8M | Buy |
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|
2023
Q1 | $1.75M | Sell |
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|
2022
Q4 | $1.58M | Buy |
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|
2022
Q3 | $1.38M | Sell |
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|
2022
Q2 | $1.41M | Sell |
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|
2022
Q1 | $1.65M | Buy |
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|
2021
Q4 | $462K | Sell |
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|
2021
Q3 | $533K | Sell |
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|
2021
Q2 | $526K | Sell |
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|
2021
Q1 | $707K | Sell |
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|
2020
Q4 | $698K | Sell |
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|
2020
Q3 | $726K | Sell |
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|
2020
Q2 | $695K | Sell |
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|
2020
Q1 | $768K | Sell |
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|
2019
Q4 | $1.04M | Sell |
|
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|
2019
Q3 | $1.03M | Sell |
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|
2019
Q2 | $906K | Sell |
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|
2019
Q1 | $885K | Sell |
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|
2018
Q4 | $745K | Buy |
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|
2018
Q3 | $373K | Sell |
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|
2018
Q2 | $346K | Sell |
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|
2018
Q1 | $407K | Sell |
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|
2017
Q4 | $510K | Sell |
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|
2017
Q3 | $649K | Sell |
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|
2017
Q2 | $707K | Sell |
|
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|
2017
Q1 | $790K | Sell |
|
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|
2016
Q4 | $1.02M | Sell |
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|
2016
Q3 | $1.13M | Sell |
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|
2016
Q2 | $1.71M | Sell |
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|
2016
Q1 | $2.19M | Sell |
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|
2015
Q4 | $2.75M | Sell |
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|
2015
Q3 | $2.77M | Sell |
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|
2015
Q2 | $3.94M | Sell |
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|
2015
Q1 | $5M | Sell |
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|
2014
Q4 | $4.86M | Buy |
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|
2014
Q3 | $4.32M | Buy |
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|
2014
Q2 | $3.88M | Buy |
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|
2014
Q1 | $3.58M | Buy |
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|
2013
Q4 | $3.43M | Buy |
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|
2013
Q3 | $2.75M | Buy |
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|
2013
Q2 | $1.98M | Buy |
|