Aveo Capital Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,181
| Closed | -$448K | – | 226 |
|
|
2024
Q4 | $448K | Sell |
2,181
-4
| -0.2% | -$822 | 0.05% | 223 |
|
|
2024
Q3 | $393K | Hold |
2,185
| – | – | 0.04% | 234 |
|
|
2024
Q2 | $326K | Sell |
2,185
-86
| -4% | -$12.8K | 0.04% | 247 |
|
|
2024
Q1 | $339K | Sell |
2,271
-57
| -2% | -$8.51K | 0.04% | 274 |
|
|
2023
Q4 | $309K | Sell |
2,328
-8
| -0.3% | -$1.06K | 0.04% | 269 |
|
|
2023
Q3 | $264K | Sell |
2,336
-18
| -0.8% | -$2.03K | 0.03% | 282 |
|
|
2023
Q2 | $297K | Buy |
2,354
+105
| +5% | +$13.2K | 0.04% | 274 |
|
|
2023
Q1 | $254K | Hold |
2,249
| – | – | 0.03% | 289 |
|
|
2022
Q4 | $227K | Buy |
2,249
+3
| +0.1% | +$303 | 0.03% | 295 |
|
|
2022
Q3 | $210K | Sell |
2,246
-3
| -0.1% | -$280 | 0.04% | 254 |
|
|
2022
Q2 | $200K | Sell |
2,249
-59
| -3% | -$5.25K | 0.03% | 259 |
|
|
2022
Q1 | $234K | Buy |
+2,308
| New | +$234K | 0.04% | 252 |
|