9WM
9258 Wealth Management’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $267K | Buy |
3,186
+168
| +6% | +$14.1K | 0.04% | 287 |
|
|
2024
Q2 | $227K | Buy |
+3,018
| New | +$227K | 0.04% | 310 |
|
|
2023
Q1 | – | Sell |
-3,345
| Closed | -$227K | – | 326 |
|
|
2022
Q4 | $227K | Buy |
3,345
+506
| +18% | +$34.3K | 0.05% | 288 |
|
|
2022
Q3 | $215K | Buy |
2,839
+639
| +29% | +$48.4K | 0.06% | 292 |
|
|
2022
Q2 | $202K | Sell |
2,200
-311
| -12% | -$28.6K | 0.05% | 316 |
|
|
2022
Q1 | $252K | Sell |
2,511
-3
| -0.1% | -$301 | 0.06% | 312 |
|
|
2021
Q4 | $275K | Sell |
2,514
-795
| -24% | -$87K | 0.06% | 303 |
|
|
2021
Q3 | $403K | Buy |
3,309
+21
| +0.6% | +$2.56K | 0.11% | 202 |
|
|
2021
Q2 | $466K | Sell |
3,288
-130
| -4% | -$18.4K | 0.13% | 182 |
|
|
2021
Q1 | $481K | Buy |
3,418
+531
| +18% | +$74.7K | 0.14% | 156 |
|
|
2020
Q4 | $408K | Buy |
2,887
+433
| +18% | +$61.2K | 0.13% | 173 |
|
|
2020
Q3 | $306K | Buy |
2,454
+208
| +9% | +$25.9K | 0.12% | 198 |
|
|
2020
Q2 | $301K | Buy |
2,246
+152
| +7% | +$20.4K | 0.12% | 200 |
|
|
2020
Q1 | $267K | Buy |
2,094
+54
| +3% | +$6.89K | 0.12% | 203 |
|
|
2019
Q4 | $284K | Buy |
2,040
+31
| +2% | +$4.32K | 0.1% | 222 |
|
|
2019
Q3 | $267K | Buy |
+2,009
| New | +$267K | 0.21% | 141 |
|