BHPW
Beverly Hills Private Wealth’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Sell |
24,398
-1,214
| -5% | -$98.8K | 0.37% | 74 |
|
|
2025
Q1 | $1.91M | Sell |
25,612
-244
| -0.9% | -$18.2K | 0.38% | 76 |
|
|
2024
Q4 | $2.09M | Sell |
25,856
-802
| -3% | -$64.8K | 0.42% | 68 |
|
|
2024
Q3 | $2.23M | Sell |
26,658
-6,105
| -19% | -$511K | 0.45% | 62 |
|
|
2024
Q2 | $2.47M | Sell |
32,763
-807
| -2% | -$60.8K | 0.54% | 45 |
|
|
2024
Q1 | $2.49M | Buy |
33,570
+613
| +2% | +$45.5K | 0.58% | 48 |
|
|
2023
Q4 | $1.98M | Sell |
32,957
-20,980
| -39% | -$1.26M | 0.52% | 56 |
|
|
2023
Q3 | $2.98M | Sell |
53,937
-55,665
| -51% | -$3.08M | 0.89% | 26 |
|
|
2023
Q2 | $6.45M | Buy |
109,602
+55,281
| +102% | +$3.25M | 1.06% | 19 |
|
|
2023
Q1 | $2.95M | Buy |
54,321
+12,133
| +29% | +$659K | 0.92% | 26 |
|
|
2022
Q4 | $2.86M | Buy |
+42,188
| New | +$2.86M | 1.25% | 16 |
|