Claret Asset Management’s Fiserv FI Stock Holding History

Claret Asset Management’s Portfolio FI Stock Details FI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$247K	Buy
2025 Q1	$313K	Sell
2024 Q4	$293K	Buy
2024 Q3	$255K	Buy
2024 Q2	$210K	Buy
2020 Q2	–	Sell
2020 Q1	$208K	Sell
2019 Q4	$259K	Buy
2019 Q3	$228K	Buy