Valeo Financial Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
5,992
-753
| -11% | -$130K | 0.03% | 289 |
|
|
2025
Q1 | $1.49M | Buy |
6,745
+2,203
| +49% | +$487K | 0.04% | 195 |
|
|
2024
Q4 | $933K | Sell |
4,542
-3
| -0.1% | -$616 | 0.03% | 278 |
|
|
2024
Q3 | $817K | Buy |
4,545
+75
| +2% | +$13.5K | 0.02% | 296 |
|
|
2024
Q2 | $666K | Buy |
4,470
+151
| +3% | +$22.5K | 0.02% | 310 |
|
|
2024
Q1 | $658K | Buy |
4,319
+38
| +0.9% | +$5.79K | 0.02% | 307 |
|
|
2023
Q4 | $569K | Buy |
4,281
+286
| +7% | +$38K | 0.02% | 324 |
|
|
2023
Q3 | $451K | Buy |
3,995
+598
| +18% | +$67.6K | 0.02% | 362 |
|
|
2023
Q2 | $429K | Buy |
3,397
+263
| +8% | +$33.2K | 0.02% | 348 |
|
|
2023
Q1 | $354K | Buy |
3,134
+19
| +0.6% | +$2.15K | 0.02% | 398 |
|
|
2022
Q4 | $315K | Buy |
+3,115
| New | +$315K | 0.02% | 376 |
|
|
2021
Q4 | – | Sell |
-1,844
| Closed | -$200K | – | 552 |
|
|
2021
Q3 | $200K | Buy |
+1,844
| New | +$200K | 0.01% | 477 |
|
|
2021
Q2 | – | Sell |
-7,123
| Closed | -$848K | – | 891 |
|
|
2021
Q1 | $848K | Buy |
7,123
+1,151
| +19% | +$137K | 0.04% | 189 |
|
|
2020
Q4 | $680K | Buy |
5,972
+5,936
| +16,489% | +$676K | 0.04% | 202 |
|
|
2020
Q3 | $4K | Sell |
36
-106
| -75% | -$11.8K | ﹤0.01% | 1246 |
|
|
2020
Q2 | $14K | Buy |
142
+120
| +545% | +$11.8K | ﹤0.01% | 1106 |
|
|
2020
Q1 | $2K | Sell |
22
-806
| -97% | -$73.3K | ﹤0.01% | 1466 |
|
|
2019
Q4 | $96K | Buy |
828
+282
| +52% | +$32.7K | 0.01% | 470 |
|
|
2019
Q3 | $57K | Hold |
546
| – | – | 0.01% | 554 |
|
|
2019
Q2 | $50K | Buy |
546
+540
| +9,000% | +$49.5K | 0.01% | 592 |
|
|
2019
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 1437 |
|
|
2018
Q4 | $0 | Sell |
6
-6
| -50% | – | ﹤0.01% | 1563 |
|
|
2018
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 1605 |
|
|
2018
Q2 | $1K | Buy |
12
+6
| +100% | +$500 | ﹤0.01% | 1448 |
|
|
2018
Q1 | $0 | Sell |
6
-200
| -97% | – | ﹤0.01% | 1568 |
|
|
2017
Q4 | $14K | Buy |
+206
| New | +$14K | ﹤0.01% | 749 |
|