Baldwin Wealth Partners’s Fidelity National Information Services FIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,495
| Closed | -$125K | – | 518 |
|
|
2024
Q3 | $125K | Buy |
1,495
+104
| +7% | +$8.71K | 0.01% | 393 |
|
|
2024
Q2 | $105K | Buy |
1,391
+41
| +3% | +$3.09K | 0.01% | 258 |
|
|
2024
Q1 | $100K | Hold |
1,350
| – | – | 0.01% | 275 |
|
|
2023
Q4 | $81.1K | Hold |
1,350
| – | – | 0.01% | 304 |
|
|
2023
Q3 | $74.6K | Hold |
1,350
| – | – | 0.01% | 338 |
|
|
2023
Q2 | $73.8K | Hold |
1,350
| – | – | 0.01% | 357 |
|
|
2023
Q1 | $73.3K | Hold |
1,350
| – | – | 0.01% | 363 |
|
|
2022
Q4 | $91.6K | Buy |
1,350
+550
| +69% | +$37.3K | 0.01% | 325 |
|
|
2022
Q3 | $61K | Hold |
800
| – | – | 0.01% | 306 |
|
|
2022
Q2 | $73K | Hold |
800
| – | – | 0.01% | 292 |
|
|
2022
Q1 | $80K | Hold |
800
| – | – | 0.01% | 306 |
|
|
2021
Q4 | $87K | Hold |
800
| – | – | 0.01% | 287 |
|
|
2021
Q3 | $97K | Hold |
800
| – | – | 0.01% | 261 |
|
|
2021
Q2 | $113K | Hold |
800
| – | – | 0.01% | 255 |
|
|
2021
Q1 | $112K | Hold |
800
| – | – | 0.01% | 247 |
|
|
2020
Q4 | $113K | Hold |
800
| – | – | 0.01% | 235 |
|
|
2020
Q3 | $118K | Buy |
+800
| New | +$118K | 0.02% | 213 |
|