Valley Wealth Managers’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 |
-10
| Closed | -$2.05K | – | 389 |
|
|
2024
Q4 | $2.05K | Hold |
10
| – | – | ﹤0.01% | 343 |
|
|
2024
Q3 | $1.8K | Sell |
10
-275
| -96% | -$49.4K | ﹤0.01% | 351 |
|
|
2024
Q2 | $42.5K | Hold |
285
| – | – | ﹤0.01% | 226 |
|
|
2024
Q1 | $45.5K | Sell |
285
-350
| -55% | -$55.9K | ﹤0.01% | 218 |
|
|
2023
Q4 | $84.4K | Hold |
635
| – | – | 0.01% | 201 |
|
|
2023
Q3 | $71.7K | Hold |
635
| – | – | 0.01% | 209 |
|
|
2023
Q2 | $80.1K | Hold |
635
| – | – | 0.01% | 190 |
|
|
2023
Q1 | $71.8K | Buy |
635
+10
| +2% | +$1.13K | 0.01% | 200 |
|
|
2022
Q4 | $63.2K | Hold |
625
| – | – | 0.01% | 216 |
|
|
2022
Q3 | $58K | Sell |
625
-275
| -31% | -$25.5K | 0.01% | 230 |
|
|
2022
Q2 | $80K | Buy |
+900
| New | +$80K | 0.01% | 227 |
|
|
2020
Q3 | – | Sell |
-4,229
| Closed | -$413K | – | 166 |
|
|
2020
Q2 | $413K | Sell |
4,229
-147
| -3% | -$14.4K | 0.05% | 128 |
|
|
2020
Q1 | $416K | Sell |
4,376
-1,137
| -21% | -$108K | 0.05% | 122 |
|
|
2019
Q4 | $638K | Sell |
5,513
-2,719
| -33% | -$315K | 0.06% | 121 |
|
|
2019
Q3 | $852K | Sell |
8,232
-2,129
| -21% | -$220K | 0.09% | 104 |
|
|
2019
Q2 | $944K | Sell |
10,361
-2,237
| -18% | -$204K | 0.1% | 104 |
|
|
2019
Q1 | $1.11M | Buy |
12,598
+7,845
| +165% | +$692K | 0.12% | 101 |
|
|
2018
Q4 | $350K | Buy |
+4,753
| New | +$350K | 0.05% | 133 |
|