Baldwin Wealth Partners’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
2024 Q4	–	Sell	-1,495	Closed	-$125K	–	518
2024 Q3	$125K	Buy	1,495 +104	+7%	+$8.21K	0.01%	393
2024 Q2	$105K	Buy	1,391 +41	+3%	+$3.04K	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%	+$39.1K	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	+$116K	0.02%	213