Venture Visionary Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $681K | Buy |
3,948
+1,511
| +62% | +$261K | 0.03% | 340 |
|
|
2025
Q1 | $538K | Buy |
2,437
+53
| +2% | +$11.7K | 0.02% | 367 |
|
|
2024
Q4 | $490K | Buy |
2,384
+50
| +2% | +$10.3K | 0.02% | 367 |
|
|
2024
Q3 | $419K | Sell |
2,334
-229
| -9% | -$41.1K | 0.02% | 407 |
|
|
2024
Q2 | $382K | Hold |
2,563
| – | – | 0.02% | 427 |
|
|
2024
Q1 | $410K | Buy |
2,563
+83
| +3% | +$13.3K | 0.02% | 409 |
|
|
2023
Q4 | $329K | Hold |
2,480
| – | – | 0.02% | 414 |
|
|
2023
Q3 | $280K | Hold |
2,480
| – | – | 0.02% | 417 |
|
|
2023
Q2 | $313K | Hold |
2,480
| – | – | 0.02% | 413 |
|
|
2023
Q1 | $280K | Sell |
2,480
-20
| -0.8% | -$2.26K | 0.02% | 419 |
|
|
2022
Q4 | $253K | Hold |
2,500
| – | – | 0.02% | 412 |
|
|
2022
Q3 | $233K | Sell |
2,500
-5,680
| -69% | -$529K | 0.02% | 410 |
|
|
2022
Q2 | $728K | Sell |
8,180
-195
| -2% | -$17.3K | 0.06% | 241 |
|
|
2022
Q1 | $849K | Hold |
8,375
| – | – | 0.06% | 240 |
|
|
2021
Q4 | $869K | Sell |
8,375
-1,685
| -17% | -$175K | 0.06% | 244 |
|
|
2021
Q3 | $1.09M | Buy |
10,060
+7,468
| +288% | +$810K | 0.08% | 205 |
|
|
2021
Q2 | $277K | Buy |
2,592
+20
| +0.8% | +$2.14K | 0.02% | 404 |
|
|
2021
Q1 | $306K | Buy |
2,572
+481
| +23% | +$57.2K | 0.03% | 372 |
|
|
2020
Q4 | $238K | Buy |
2,091
+92
| +5% | +$10.5K | 0.03% | 348 |
|
|
2020
Q3 | $205K | Buy |
+1,999
| New | +$205K | 0.05% | 186 |
|
|
2020
Q1 | – | Sell |
-1,999
| Closed | -$231K | – | 168 |
|
|
2019
Q4 | $231K | Buy |
+1,999
| New | +$231K | 0.07% | 153 |
|