PJSIMP
P.J. Schmidt Investment Management (PJS)’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $494K | Hold |
2,863
| – | – | 0.09% | 119 |
|
|
2025
Q1 | $632K | Hold |
2,863
| – | – | 0.12% | 95 |
|
|
2024
Q4 | $588K | Sell |
2,863
-25
| -0.9% | -$5.14K | 0.1% | 102 |
|
|
2024
Q3 | $519K | Hold |
2,888
| – | – | 0.09% | 107 |
|
|
2024
Q2 | $430K | Hold |
2,888
| – | – | 0.08% | 122 |
|
|
2024
Q1 | $462K | Hold |
2,888
| – | – | 0.09% | 118 |
|
|
2023
Q4 | $408K | Sell |
2,888
-40
| -1% | -$5.65K | 0.08% | 122 |
|
|
2023
Q3 | $328K | Buy |
2,928
+166
| +6% | +$18.6K | 0.07% | 133 |
|
|
2023
Q2 | $359K | Sell |
2,762
-10
| -0.4% | -$1.3K | 0.07% | 127 |
|
|
2023
Q1 | $332K | Sell |
2,772
-60
| -2% | -$7.18K | 0.07% | 140 |
|
|
2022
Q4 | $286K | Hold |
2,832
| – | – | 0.06% | 141 |
|
|
2022
Q3 | $274K | Sell |
2,832
-150
| -5% | -$14.5K | 0.07% | 148 |
|
|
2022
Q2 | $316K | Sell |
2,982
-214
| -7% | -$22.7K | 0.07% | 135 |
|
|
2022
Q1 | $313K | Sell |
3,196
-150
| -4% | -$14.7K | 0.07% | 142 |
|
|
2021
Q4 | $354K | Sell |
3,346
-552
| -14% | -$58.4K | 0.07% | 143 |
|
|
2021
Q3 | $428K | Sell |
3,898
-500
| -11% | -$54.9K | 0.08% | 130 |
|
|
2021
Q2 | $492K | Sell |
4,398
-296
| -6% | -$33.1K | 0.1% | 119 |
|
|
2021
Q1 | $574K | Hold |
4,694
| – | – | 0.12% | 108 |
|
|
2020
Q4 | $482K | Sell |
4,694
-188
| -4% | -$19.3K | 0.11% | 114 |
|
|
2020
Q3 | $472K | Sell |
4,882
-43
| -0.9% | -$4.16K | 0.11% | 105 |
|
|
2020
Q2 | $481K | Hold |
4,925
| – | – | 0.14% | 78 |
|
|
2020
Q1 | $468K | Sell |
4,925
-10
| -0.2% | -$950 | 0.16% | 81 |
|
|
2019
Q4 | $571K | Buy |
4,935
+20
| +0.4% | +$2.31K | 0.15% | 90 |
|
|
2019
Q3 | $509K | Buy |
4,915
+126
| +3% | +$13K | 0.14% | 92 |
|
|
2019
Q2 | $437K | Buy |
4,789
+65
| +1% | +$5.93K | 0.13% | 102 |
|
|
2019
Q1 | $417K | Hold |
4,724
| – | – | 0.12% | 104 |
|
|
2018
Q4 | $347K | Hold |
4,724
| – | – | 0.11% | 104 |
|
|
2018
Q3 | $389K | Hold |
4,724
| – | – | 0.11% | 105 |
|
|
2018
Q2 | $350K | Sell |
4,724
-630
| -12% | -$46.7K | 0.1% | 103 |
|
|
2018
Q1 | $382K | Buy |
5,354
+2,742
| +105% | +$196K | 0.11% | 98 |
|
|
2017
Q4 | $343K | Sell |
2,612
-15
| -0.6% | -$1.97K | 0.1% | 104 |
|
|
2017
Q3 | $339K | Sell |
2,627
-50
| -2% | -$6.45K | 0.1% | 109 |
|
|
2017
Q2 | $328K | Sell |
2,677
-45
| -2% | -$5.51K | 0.1% | 108 |
|
|
2017
Q1 | $314K | Sell |
2,722
-120
| -4% | -$13.8K | 0.11% | 109 |
|
|
2016
Q4 | $302K | Sell |
2,842
-640
| -18% | -$68K | 0.11% | 113 |
|
|
2016
Q3 | $346K | Buy |
3,482
+560
| +19% | +$55.6K | 0.13% | 107 |
|
|
2016
Q2 | $318K | Sell |
2,922
-165
| -5% | -$18K | 0.12% | 115 |
|
|
2016
Q1 | $317K | Sell |
3,087
-80
| -3% | -$8.22K | 0.12% | 115 |
|
|
2015
Q4 | $290K | Buy |
3,167
+325
| +11% | +$29.8K | 0.12% | 123 |
|
|
2015
Q3 | $246K | Buy |
2,842
+105
| +4% | +$9.09K | 0.11% | 121 |
|
|
2015
Q2 | $227K | Buy |
2,737
+80
| +3% | +$6.64K | 0.09% | 141 |
|
|
2015
Q1 | $211K | Buy |
+2,657
| New | +$211K | 0.08% | 146 |
|