Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $384K | Buy |
5,095
+528
| +12% | +$39.8K | ﹤0.01% | 531 |
|
|
2024
Q1 | $339K | Sell |
4,567
-55
| -1% | -$4.08K | ﹤0.01% | 557 |
|
|
2023
Q4 | $278K | Buy |
4,622
+31
| +0.7% | +$1.86K | ﹤0.01% | 587 |
|
|
2023
Q3 | $254K | Buy |
4,591
+112
| +3% | +$6.19K | ﹤0.01% | 568 |
|
|
2023
Q2 | $245K | Sell |
4,479
-746
| -14% | -$40.8K | ﹤0.01% | 578 |
|
|
2023
Q1 | $355K | Hold |
5,225
| – | – | 0.01% | 456 |
|
|
2022
Q4 | $355K | Sell |
5,225
-353
| -6% | -$24K | 0.01% | 458 |
|
|
2022
Q3 | $422K | Sell |
5,578
-458
| -8% | -$34.7K | 0.01% | 399 |
|
|
2022
Q2 | $553K | Buy |
6,036
+340
| +6% | +$31.2K | 0.01% | 355 |
|
|
2022
Q1 | $572K | Buy |
5,696
+2,398
| +73% | +$241K | 0.01% | 343 |
|
|
2021
Q4 | $360K | Sell |
3,298
-63
| -2% | -$6.88K | 0.01% | 434 |
|
|
2021
Q3 | $409K | Sell |
3,361
-16
| -0.5% | -$1.95K | 0.01% | 401 |
|
|
2021
Q2 | $478K | Buy |
3,377
+45
| +1% | +$6.37K | 0.01% | 373 |
|
|
2021
Q1 | $469K | Sell |
3,332
-20
| -0.6% | -$2.82K | 0.02% | 342 |
|
|
2020
Q4 | $474K | Buy |
3,352
+86
| +3% | +$12.2K | 0.02% | 327 |
|
|
2020
Q3 | $481K | Sell |
3,266
-254
| -7% | -$37.4K | 0.04% | 262 |
|
|
2020
Q2 | $472K | Sell |
3,520
-366
| -9% | -$49.1K | 0.04% | 224 |
|
|
2020
Q1 | $473K | Buy |
3,886
+170
| +5% | +$20.7K | 0.05% | 258 |
|
|
2019
Q4 | $517K | Buy |
3,716
+62
| +2% | +$8.63K | 0.05% | 239 |
|
|
2019
Q3 | $485K | Sell |
3,654
-72
| -2% | -$9.56K | 0.05% | 236 |
|
|
2019
Q2 | $457K | Buy |
3,726
+74
| +2% | +$9.08K | 0.05% | 258 |
|
|
2019
Q1 | $413K | Sell |
3,652
-37
| -1% | -$4.18K | 0.05% | 258 |
|
|
2018
Q4 | $378K | Sell |
3,689
-527
| -13% | -$54K | 0.06% | 233 |
|
|
2018
Q3 | $460K | Buy |
4,216
+34
| +0.8% | +$3.71K | 0.07% | 201 |
|
|
2018
Q2 | $443K | Hold |
4,182
| – | – | 0.07% | 198 |
|
|
2018
Q1 | $403K | Buy |
4,182
+1,044
| +33% | +$101K | 0.08% | 193 |
|
|
2017
Q4 | $295K | Sell |
3,138
-141
| -4% | -$13.3K | 0.06% | 240 |
|
|
2017
Q3 | $306K | Hold |
3,279
| – | – | 0.07% | 224 |
|
|
2017
Q2 | $280K | Buy |
3,279
+141
| +4% | +$12K | 0.07% | 227 |
|
|
2017
Q1 | $250K | Hold |
3,138
| – | – | 0.07% | 207 |
|
|
2016
Q4 | $237K | Hold |
3,138
| – | – | 0.08% | 195 |
|
|
2016
Q3 | $242K | Sell |
3,138
-69
| -2% | -$5.32K | 0.08% | 186 |
|
|
2016
Q2 | $236K | Sell |
3,207
-34
| -1% | -$2.5K | 0.08% | 194 |
|
|
2016
Q1 | $205K | Buy |
+3,241
| New | +$205K | 0.07% | 213 |
|
|
2015
Q4 | – | Sell |
-3,005
| Closed | -$202K | – | 216 |
|
|
2015
Q3 | $202K | Buy |
+3,005
| New | +$202K | 0.07% | 193 |
|