Oliver Lagore Vanvalin Investment Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Buy |
+9,863
| New | +$2.18M | 0.85% | 29 |
|
|
2024
Q4 | $2.37M | Buy |
11,536
+888
| +8% | +$182K | 0.61% | 33 |
|
|
2024
Q3 | $1.91M | Sell |
10,648
-2,492
| -19% | -$448K | 0.51% | 40 |
|
|
2024
Q2 | $1.96M | Buy |
13,140
+2,546
| +24% | +$379K | 0.56% | 36 |
|
|
2024
Q1 | $1.69M | Buy |
10,594
+1,223
| +13% | +$195K | 0.5% | 38 |
|
|
2023
Q4 | $1.24M | Buy |
9,371
+3,105
| +50% | +$412K | 0.46% | 38 |
|
|
2023
Q3 | $708K | Buy |
6,266
+2,312
| +58% | +$261K | 0.28% | 53 |
|
|
2023
Q2 | $499K | Buy |
3,954
+3,280
| +487% | +$414K | 0.18% | 81 |
|
|
2023
Q1 | $76.2K | Buy |
674
+497
| +281% | +$56.2K | 0.03% | 156 |
|
|
2022
Q4 | $17.9K | Buy |
177
+53
| +43% | +$5.36K | 0.01% | 287 |
|
|
2022
Q3 | $12K | Sell |
124
-326
| -72% | -$31.5K | 0.01% | 310 |
|
|
2022
Q2 | $40K | Buy |
450
+410
| +1,025% | +$36.4K | 0.02% | 195 |
|
|
2022
Q1 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 432 |
|