Brighton Jones LLC’s NerdWallet NRDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-13,369
Closed -$178K 727
2024
Q4
$178K Sell
13,369
-5,573
-29% -$74.1K 0.01% 648
2024
Q3
$241K Hold
18,942
0.01% 485
2024
Q2
$277K Buy
18,942
+191
+1% +$2.79K 0.01% 487
2024
Q1
$276K Buy
+18,751
New +$276K 0.01% 486