Valeo Financial Advisors, LLC Fiserv Inc Transaction History

Valeo Financial Advisors, LLC

  • $3.81 Billion
  • Q3 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Fiserv Inc stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 4,545 shares of FISV stock, worth $569,034. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,545
Previous 4,470 1.68%
Holding current value
$569,034
Previous $559,000 1.79%
% of portfolio
0.01%
Previous 0.02%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024
BUY
N/A
75 Added 1.68%
4,545 $569,000
Q2 2024

Jul 10, 2024
BUY
N/A
151 Added 3.5%
4,470 $559,000
Q1 2024

Apr 25, 2024
BUY
N/A
14 Added 0.33%
4,319 $540,000
Q1 2024

Apr 19, 2024
BUY
N/A
24 Added 0.56%
4,305 $538,000
Q4 2023

Jan 29, 2024
BUY
N/A
286 Added 7.16%
4,281 $535,000
Q3 2023

Oct 19, 2023
BUY
$123.51 - $130.06 $73,858 - $77,775
598 Added 17.6%
3,995 $500,000
Q2 2023

Jul 14, 2023
BUY
$111.59 - $126.15 $29,348 - $33,177
263 Added 8.39%
3,397 $428,000
Q1 2023

Apr 17, 2023
BUY
$99.4 - $118.26 $1,888 - $2,246
19 Added 0.61%
3,134 $354,000
Q4 2022

Feb 09, 2023
BUY
$94.02 - $105.46 $292,872 - $328,507
3,115 New
3,115 $314,000
Q4 2021

Jan 07, 2022
SELL
$95.55 - $111.29 $176,194 - $205,218
-1,844 Closed
0 $0
Q3 2021

Nov 02, 2021
BUY
$106.21 - $119.11 $195,851 - $219,638
1,844 New
1,844 $200,000
Q2 2021

Jul 22, 2021
SELL
$106.59 - $126.55 $759,240 - $901,415
-7,123 Closed
0 $0
Q1 2021

Apr 12, 2021
BUY
$102.69 - $124.13 $118,196 - $142,873
1,151 Added 19.27%
7,123 $848,000
Q4 2020

Feb 11, 2021
BUY
$93.52 - $117.99 $555,134 - $700,388
5,936 Added 16488.89%
5,972 $680,000
Q3 2020

Oct 28, 2020
SELL
$93.06 - $104.07 $9,864 - $11,031
-106 Reduced 74.65%
36 $4,000
Q2 2020

Jul 20, 2020
BUY
$86.19 - $109.55 $10,342 - $13,146
120 Added 545.45%
142 $14,000
Q1 2020

Apr 13, 2020
SELL
$77.0 - $123.89 $62,062 - $99,855
-806 Reduced 97.34%
22 $2,000
Q4 2019

Jan 24, 2020
BUY
$100.79 - $117.08 $28,422 - $33,016
282 Added 51.65%
828 $96,000
Q2 2019

Jul 10, 2019
BUY
$82.68 - $91.69 $44,647 - $49,512
540 Added 9000.0%
546 $50,000
Q4 2018

Jan 30, 2019
SELL
$69.0 - $81.85 $414 - $491
-6 Reduced 50.0%
6 $0
Q2 2018

Aug 14, 2018
BUY
$68.99 - $76.49 $413 - $458
6 Added 100.0%
12 $1,000
Q1 2018

Apr 12, 2018
SELL
$64.58 - $74.22 $6,264 - $7,199
-97 Reduced 94.17%
6 $0
Q4 2017

Feb 09, 2018
BUY
$62.76 - $66.17 $6,464 - $6,815
103
103 $14,000

Others Institutions Holding FISV

# of Institutions
1,865
Shares Held
487M
Call Options Held
1.79M
Put Options Held
1.68M
View Full List

About FISERV INC

FISV Quotes by TradingView
  • Ticker FISV
  • Exchange NASDAQ
  • Sector Technology
  • Industry Information Technology Services
  • Shares Outstandng 635,027,968
  • Market Cap $79.5B
  • Description
  • Fiserv, Inc., together with its subsidiaries, provides payment and financial services technology worldwide. The company operates through Acceptance, Fintech, and Payments segments. The Acceptance segment provides point-of-sale merchant acquiring and digital commerce services; mobile payment services; security and fraud protection products; Carat...
More about FISV
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