Jones Financial Companies’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.7M | Buy |
183,788
+41,151
| +29% | +$7.09M | 0.02% | 193 |
|
|
2025
Q1 | $31.1M | Buy |
142,637
+25,651
| +22% | +$5.58M | 0.03% | 162 |
|
|
2024
Q4 | $24M | Buy |
116,986
+22,954
| +24% | +$4.72M | 0.02% | 151 |
|
|
2024
Q3 | $16.8M | Buy |
94,032
+21,802
| +30% | +$3.9M | 0.02% | 152 |
|
|
2024
Q2 | $10.8M | Buy |
72,230
+15,819
| +28% | +$2.36M | 0.01% | 145 |
|
|
2024
Q1 | $9.02M | Buy |
56,411
+10,389
| +23% | +$1.66M | 0.01% | 121 |
|
|
2023
Q4 | $6.11M | Buy |
46,022
+3,548
| +8% | +$471K | 0.01% | 131 |
|
|
2023
Q3 | $4.8M | Buy |
42,474
+4,427
| +12% | +$500K | 0.01% | 126 |
|
|
2023
Q2 | $4.8M | Buy |
38,047
+22,605
| +146% | +$2.85M | 0.01% | 128 |
|
|
2023
Q1 | $1.75M | Sell |
15,442
-147
| -0.9% | -$16.6K | ﹤0.01% | 166 |
|
|
2022
Q4 | $1.58M | Buy |
15,589
+814
| +6% | +$82.3K | ﹤0.01% | 168 |
|
|
2022
Q3 | $1.38M | Sell |
14,775
-1,112
| -7% | -$104K | ﹤0.01% | 155 |
|
|
2022
Q2 | $1.41M | Sell |
15,887
-413
| -3% | -$36.7K | ﹤0.01% | 151 |
|
|
2022
Q1 | $1.65M | Buy |
16,300
+11,846
| +266% | +$1.2M | ﹤0.01% | 145 |
|
|
2021
Q4 | $462K | Sell |
4,454
-457
| -9% | -$47.4K | ﹤0.01% | 188 |
|
|
2021
Q3 | $533K | Sell |
4,911
-8
| -0.2% | -$868 | ﹤0.01% | 173 |
|
|
2021
Q2 | $526K | Sell |
4,919
-1,016
| -17% | -$109K | ﹤0.01% | 173 |
|
|
2021
Q1 | $707K | Sell |
5,935
-199
| -3% | -$23.7K | ﹤0.01% | 161 |
|
|
2020
Q4 | $698K | Sell |
6,134
-916
| -13% | -$104K | ﹤0.01% | 150 |
|
|
2020
Q3 | $726K | Sell |
7,050
-62
| -0.9% | -$6.39K | ﹤0.01% | 147 |
|
|
2020
Q2 | $695K | Sell |
7,112
-981
| -12% | -$95.9K | ﹤0.01% | 147 |
|
|
2020
Q1 | $768K | Sell |
8,093
-910
| -10% | -$86.4K | ﹤0.01% | 148 |
|
|
2019
Q4 | $1.04M | Sell |
9,003
-901
| -9% | -$104K | ﹤0.01% | 146 |
|
|
2019
Q3 | $1.03M | Sell |
9,904
-32
| -0.3% | -$3.32K | ﹤0.01% | 145 |
|
|
2019
Q2 | $906K | Sell |
9,936
-99
| -1% | -$9.03K | ﹤0.01% | 147 |
|
|
2019
Q1 | $885K | Sell |
10,035
-111
| -1% | -$9.79K | ﹤0.01% | 145 |
|
|
2018
Q4 | $745K | Buy |
10,146
+5,622
| +124% | +$413K | ﹤0.01% | 153 |
|
|
2018
Q3 | $373K | Sell |
4,524
-141
| -3% | -$11.6K | ﹤0.01% | 182 |
|
|
2018
Q2 | $346K | Sell |
4,665
-1,045
| -18% | -$77.5K | ﹤0.01% | 181 |
|
|
2018
Q1 | $407K | Buy |
5,710
+1,822
| +47% | +$130K | ﹤0.01% | 179 |
|
|
2017
Q4 | $510K | Sell |
3,888
-1,138
| -23% | -$149K | ﹤0.01% | 178 |
|
|
2017
Q3 | $649K | Sell |
5,026
-752
| -13% | -$97.1K | ﹤0.01% | 160 |
|
|
2017
Q2 | $707K | Sell |
5,778
-1,072
| -16% | -$131K | ﹤0.01% | 156 |
|
|
2017
Q1 | $790K | Sell |
6,850
-2,801
| -29% | -$323K | ﹤0.01% | 155 |
|
|
2016
Q4 | $1.03M | Sell |
9,651
-1,653
| -15% | -$176K | ﹤0.01% | 145 |
|
|
2016
Q3 | $1.13M | Sell |
11,304
-4,427
| -28% | -$441K | ﹤0.01% | 141 |
|
|
2016
Q2 | $1.71M | Sell |
15,731
-5,643
| -26% | -$613K | 0.01% | 130 |
|
|
2016
Q1 | $2.19M | Sell |
21,374
-8,661
| -29% | -$889K | 0.01% | 120 |
|
|
2015
Q4 | $2.75M | Sell |
30,035
-2,003
| -6% | -$183K | 0.02% | 109 |
|
|
2015
Q3 | $2.77M | Sell |
32,038
-15,589
| -33% | -$1.35M | 0.02% | 102 |
|
|
2015
Q2 | $3.94M | Sell |
47,627
-15,380
| -24% | -$1.27M | 0.03% | 91 |
|
|
2015
Q1 | $5M | Sell |
63,007
-5,463
| -8% | -$434K | 0.03% | 80 |
|
|
2014
Q4 | $4.86M | Buy |
68,470
+1,631
| +2% | +$116K | 0.03% | 76 |
|
|
2014
Q3 | $4.32M | Buy |
66,839
+2,599
| +4% | +$168K | 0.03% | 82 |
|
|
2014
Q2 | $3.88M | Buy |
64,240
+1,154
| +2% | +$69.6K | 0.03% | 84 |
|
|
2014
Q1 | $3.58M | Buy |
63,086
+5,011
| +9% | +$284K | 0.03% | 85 |
|
|
2013
Q4 | $3.43M | Buy |
58,075
+30,869
| +113% | +$1.82M | 0.03% | 87 |
|
|
2013
Q3 | $2.75M | Buy |
27,206
+4,599
| +20% | +$465K | 0.03% | 95 |
|
|
2013
Q2 | $1.98M | Buy |
+22,607
| New | +$1.98M | 0.02% | 107 |
|