Brighton Jones LLC’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Sell |
10,667
-339
| -3% | -$58.4K | 0.05% | 204 |
|
|
2025
Q1 | $2.43M | Buy |
11,006
+6,761
| +159% | +$1.49M | 0.08% | 146 |
|
|
2024
Q4 | $872K | Buy |
4,245
+2,033
| +92% | +$418K | 0.03% | 285 |
|
|
2024
Q3 | $397K | Sell |
2,212
-989
| -31% | -$178K | 0.01% | 367 |
|
|
2024
Q2 | $477K | Buy |
3,201
+643
| +25% | +$95.8K | 0.02% | 361 |
|
|
2024
Q1 | $409K | Buy |
2,558
+121
| +5% | +$19.3K | 0.01% | 395 |
|
|
2023
Q4 | $324K | Buy |
2,437
+52
| +2% | +$6.91K | 0.01% | 426 |
|
|
2023
Q3 | $269K | Buy |
2,385
+92
| +4% | +$10.4K | 0.01% | 425 |
|
|
2023
Q2 | $289K | Sell |
2,293
-127
| -5% | -$16K | 0.01% | 407 |
|
|
2023
Q1 | $274K | Buy |
2,420
+299
| +14% | +$33.8K | 0.02% | 399 |
|
|
2022
Q4 | $214K | Buy |
+2,121
| New | +$214K | 0.01% | 415 |
|
|
2022
Q2 | – | Sell |
-2,050
| Closed | -$208K | – | 499 |
|
|
2022
Q1 | $208K | Buy |
2,050
+1
| +0% | +$101 | 0.01% | 468 |
|
|
2021
Q4 | $213K | Buy |
2,049
+132
| +7% | +$13.7K | 0.01% | 481 |
|
|
2021
Q3 | $208K | Buy |
+1,917
| New | +$208K | 0.01% | 452 |
|