Valeo Financial Advisors, LLC Fiserv Inc Transaction History

Valeo Financial Advisors, LLC

$36.8 Billion
Q2 2025

A detailed history of Valeo Financial Advisors, LLC transactions in Fiserv Inc stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 350,692 shares of FISV stock, worth $43.9 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

350,692

Previous 6,745 5099.29%

Holding current value

$43.9 Million

Previous $844,000 5102.13%

% of portfolio

0.12%

Previous 0.02%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	N/A	343,947 Added 5099.29%	350,692 $43.9 Million
Q1 2025 Apr 30, 2025	BUY	N/A	2,203 Added 48.5%	6,745 $844,000
Q4 2024 Jan 30, 2025	SELL	N/A	-3 Reduced 0.07%	4,542 $568,000
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

2,099

Shares Held

507M

Call Options Held

2.08M

Put Options Held

1.38M

View Full List

About FISERV INC

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...

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Valeo Financial Advisors, LLC Fiserv Inc Transaction History