BWM
Baron Wealth Management’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Sell |
2,808
-182
| -6% | -$14.8K | 0.08% | 195 |
|
|
2025
Q1 | $223K | Sell |
2,990
-1,465
| -33% | -$109K | 0.1% | 174 |
|
|
2024
Q4 | $360K | Sell |
4,455
-30
| -0.7% | -$2.42K | 0.17% | 102 |
|
|
2024
Q3 | $376K | Sell |
4,485
-321
| -7% | -$26.9K | 0.18% | 93 |
|
|
2024
Q2 | $362K | Sell |
4,806
-445
| -8% | -$33.5K | 0.19% | 85 |
|
|
2024
Q1 | $390K | Buy |
5,251
+1,526
| +41% | +$113K | 0.21% | 85 |
|
|
2023
Q4 | $224K | Buy |
+3,725
| New | +$224K | 0.12% | 149 |
|