Valeo Financial Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $623K | Sell |
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|
2025
Q2 | $1.03M | Sell |
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|
2025
Q1 | $1.49M | Buy |
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|
2024
Q4 | $933K | Sell |
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|
2024
Q3 | $817K | Buy |
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|
2024
Q2 | $666K | Buy |
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|
2024
Q1 | $658K | Buy |
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|
2023
Q4 | $569K | Buy |
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|
2023
Q3 | $451K | Buy |
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|
2023
Q2 | $429K | Buy |
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|
2023
Q1 | $354K | Buy |
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|
2022
Q4 | $315K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $200K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $848K | Buy |
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|
2020
Q4 | $680K | Buy |
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|
2020
Q3 | $4K | Sell |
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|
2020
Q2 | $14K | Buy |
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|
2020
Q1 | $2K | Sell |
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|
2019
Q4 | $96K | Buy |
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|
2019
Q3 | $57K | Hold |
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|
2019
Q2 | $50K | Buy |
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|
2019
Q1 | $1K | Hold |
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|
2018
Q4 | $0 | Sell |
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|
2018
Q3 | $1K | Hold |
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|
2018
Q2 | $1K | Buy |
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|
2018
Q1 | $0 | Sell |
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|
2017
Q4 | $14K | Buy |
|