Badgley Phelps Wealth Managers’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Buy |
62,947
+9,058
| +17% | +$1.56M | 0.24% | 103 |
|
|
2025
Q1 | $11.9M | Buy |
53,889
+8,942
| +20% | +$1.97M | 0.29% | 90 |
|
|
2024
Q4 | $9.23M | Buy |
44,947
+43,817
| +3,878% | +$9M | 0.22% | 104 |
|
|
2024
Q3 | $203K | Buy |
+1,130
| New | +$203K | ﹤0.01% | 286 |
|
|
2022
Q2 | – | Sell |
-2,100
| Closed | -$213K | – | 212 |
|
|
2022
Q1 | $213K | Sell |
2,100
-125
| -6% | -$12.7K | 0.01% | 205 |
|
|
2021
Q4 | $231K | Sell |
2,225
-151
| -6% | -$15.7K | 0.01% | 195 |
|
|
2021
Q3 | $258K | Buy |
+2,376
| New | +$258K | 0.01% | 190 |
|