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Evelyn Partners Investment Management’s Fiserv FI Stock Holding History

Evelyn Partners Investment 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 		$77.6K Sell
550
-1,745
-76% -$246K ﹤0.01% 184
2025
Q1 		$155K Buy
+2,295
New +$155K 0.01% 151