Valley National Advisers’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38K | Sell |
225
-199
| -47% | -$33.6K | 0.01% | 406 |
|
|
2025
Q1 | $92K | Buy |
424
+279
| +192% | +$60.5K | 0.02% | 303 |
|
|
2024
Q4 | $29K | Buy |
+145
| New | +$29K | 0.01% | 410 |
|
|
2024
Q3 | – | Sell |
-44
| Closed | -$6K | – | 884 |
|
|
2024
Q2 | $6K | Buy |
44
+5
| +13% | +$682 | ﹤0.01% | 717 |
|
|
2024
Q1 | $6K | Buy |
39
+25
| +179% | +$3.85K | ﹤0.01% | 737 |
|
|
2023
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 1064 |
|
|
2021
Q3 | – | Sell |
-2
| Closed | – | – | 893 |
|
|
2021
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 906 |
|
|
2021
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 865 |
|
|
2020
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 820 |
|
|
2020
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 791 |
|
|
2020
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 794 |
|
|
2018
Q3 | – | Sell |
-10
| Closed | -$1K | – | 705 |
|
|
2018
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 611 |
|