Clarendon Private’s Fiserv FI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$453K Sell
2,628
-1,516
-37% -$261K 0.44% 67
2025
Q1
$915K Buy
4,144
+774
+23% +$171K 0.97% 29
2024
Q4
$692K Buy
+3,370
New +$692K 0.72% 40