BerganKDV Wealth Management’s Fidelity National Information Services FIS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$14.6K Sell
266
-23
-8% -$1.26K ﹤0.01% 518
2023
Q1
$15.7K Sell
289
-3
-1% -$163 ﹤0.01% 541
2022
Q4
$19.8K Sell
292
-13
-4% -$882 ﹤0.01% 497
2022
Q3
$23K Sell
305
-14
-4% -$1.06K ﹤0.01% 472
2022
Q2
$29K Hold
319
﹤0.01% 447
2022
Q1
$32K Sell
319
-235
-42% -$23.6K ﹤0.01% 451
2021
Q4
$61K Buy
554
+242
+78% +$26.6K 0.01% 399
2021
Q3
$38K Hold
312
﹤0.01% 437
2021
Q2
$44K Hold
312
0.01% 404
2021
Q1
$44K Hold
312
0.01% 383
2020
Q4
$44K Buy
312
+14
+5% +$1.97K 0.01% 365
2020
Q3
$44K Hold
298
0.01% 351
2020
Q2
$40K Buy
298
+1
+0.3% +$134 0.01% 376
2020
Q1
$36K Hold
297
0.01% 355
2019
Q4
$41K Buy
297
+50
+20% +$6.9K 0.01% 362
2019
Q3
$33K Hold
247
0.01% 371
2019
Q2
$30K Hold
247
0.01% 377
2019
Q1
$28K Hold
247
0.01% 399
2018
Q4
$25K Hold
247
0.01% 370
2018
Q3
$27K Hold
247
0.01% 381
2018
Q2
$26K Buy
+247
New +$26K 0.01% 390