B. Riley Wealth Advisors’s Fidelity National Information Services FIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-3,263
| Closed | -$266K | – | 1113 |
|
|
2025
Q2 | $266K | Buy |
+3,263
| New | +$254K | 0.01% | 761 |
|
|
2024
Q4 | $372K | Sell |
4,612
-1,191
| -21% | -$103K | 0.01% | 789 |
|
|
2024
Q3 | $486K | Buy |
5,803
+55
| +1% | +$4.34K | 0.01% | 752 |
|
|
2024
Q2 | $433K | Sell |
5,748
-3,207
| -36% | -$237K | 0.01% | 880 |
|
|
2024
Q1 | $495K | Buy |
8,955
+2,007
| +29% | +$131K | 0.01% | 795 |
|
|
2023
Q4 | $417K | Sell |
6,948
-2,007
| -22% | -$110K | 0.01% | 909 |
|
|
2023
Q3 | $495K | Buy |
8,955
+1,592
| +22% | +$91.6K | 0.01% | 795 |
|
|
2023
Q2 | $403K | Sell |
7,363
-485
| -6% | -$26.7K | 0.01% | 968 |
|
|
2023
Q1 | $426K | Sell |
7,848
-2,562
| -25% | -$167K | 0.01% | 875 |
|
|
2022
Q4 | $706K | Buy |
10,410
+329
| +3% | +$23.4K | 0.02% | 659 |
|
|
2022
Q3 | $763K | Buy |
10,081
+1,026
| +11% | +$95.5K | 0.02% | 595 |
|
|
2022
Q2 | $833K | Buy |
9,055
+399
| +5% | +$39.6K | 0.04% | 476 |
|
|
2022
Q1 | $871K | Sell |
8,656
-1,746
| -17% | -$183K | 0.03% | 534 |
|
|
2021
Q4 | $1.14M | Sell |
10,402
-111
| -1% | -$12.5K | 0.03% | 487 |
|
|
2021
Q3 | $1.29M | Sell |
10,513
-2,717
| -21% | -$364K | 0.04% | 445 |
|
|
2021
Q2 | $1.88M | Buy |
13,230
+5,878
| +80% | +$873K | 0.06% | 352 |
|
|
2021
Q1 | $1.03M | Sell |
7,352
-543
| -7% | -$74.2K | 0.04% | 471 |
|
|
2020
Q4 | $1.12M | Sell |
7,895
-458
| -5% | -$65.4K | 0.06% | 299 |
|
|
2020
Q3 | $1.23M | Buy |
8,353
+16
| +0.2% | +$2.31K | 0.07% | 278 |
|
|
2020
Q2 | $1.12M | Buy |
8,337
+1,077
| +15% | +$141K | 0.07% | 258 |
|
|
2020
Q1 | $886K | Sell |
7,260
-20
| -0.3% | -$2.78K | 0.08% | 257 |
|
|
2019
Q4 | $1.01M | Buy |
7,280
+2,290
| +46% | +$307K | 0.09% | 244 |
|
|
2019
Q3 | $665K | Buy |
+4,990
| New | +$663K | 0.07% | 312 |
|
|
2015
Q1 | – | Sell |
-833
| Closed | -$52 | – | 1055 |
|
|
2014
Q4 | $52 | Buy |
+833
| New | +$49K | ﹤0.01% | 2068 |
|
|
2014
Q3 | – | Sell |
-826
| Closed | -$45.2K | – | 1083 |
|
|
2014
Q2 | $45.2K | Buy |
+826
| New | +$44.3K | 0.01% | 1077 |
|
Other funds holding FIS
