CCFM
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Clear Creek Financial Management’s Fiserv FI Stock Holding History

Clear Creek Financial Management’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$867K Sell
5,027
-2,107
-30% -$363K 0.08% 245
2025
Q1 		$1.58M Buy
+7,134
New +$1.58M 0.16% 130