Brighton Jones LLC’s Fiserv FI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.06M Buy
2025
Q2
$1.84M Sell
2025
Q1
$2.43M Buy
2024
Q4
$872K Buy
2024
Q3
$397K Sell
2024
Q2
$477K Buy
2024
Q1
$409K Buy
2023
Q4
$324K Buy
2023
Q3
$269K Buy
2023
Q2
$289K Sell
2023
Q1
$274K Buy
2022
Q4
$214K Buy
2022
Q2
Sell
2022
Q1
$208K Buy
2021
Q4
$213K Buy
2021
Q3
$208K Buy