Ballentine 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $311K | Buy |
+3,826
| New | +$311K | ﹤0.01% | 675 |
|
2020
Q2 | – | Sell |
-1,655
| Closed | -$202K | – | 378 |
|
2020
Q1 | $202K | Buy |
1,655
+219
| +15% | +$26.7K | 0.01% | 313 |
|
2019
Q4 | $200K | Buy |
+1,436
| New | +$200K | 0.01% | 390 |
|
2017
Q3 | – | Sell |
-2,322
| Closed | -$205K | – | 430 |
|
2017
Q2 | $205K | Buy |
+2,322
| New | +$205K | 0.02% | 342 |
|