Claret Asset Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Buy |
1,433
+14
| +1% | +$2.41K | 0.03% | 171 |
|
|
2025
Q1 | $313K | Sell |
1,419
-8
| -0.6% | -$1.77K | 0.05% | 142 |
|
|
2024
Q4 | $293K | Buy |
1,427
+9
| +0.6% | +$1.85K | 0.05% | 133 |
|
|
2024
Q3 | $255K | Buy |
1,418
+7
| +0.5% | +$1.26K | 0.04% | 147 |
|
|
2024
Q2 | $210K | Buy |
+1,411
| New | +$210K | 0.04% | 174 |
|
|
2020
Q2 | – | Sell |
-2,192
| Closed | -$208K | – | 166 |
|
|
2020
Q1 | $208K | Sell |
2,192
-52
| -2% | -$4.93K | 0.06% | 143 |
|
|
2019
Q4 | $259K | Buy |
2,244
+40
| +2% | +$4.62K | 0.05% | 154 |
|
|
2019
Q3 | $228K | Buy |
+2,204
| New | +$228K | 0.05% | 168 |
|