Carson Wealth (CWM LLC)’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87M | Buy |
35,237
+21,999
| +166% | +$1.79M | 0.01% | 807 |
|
|
2025
Q1 | $989K | Sell |
13,238
-12,301
| -48% | -$919K | ﹤0.01% | 1131 |
|
|
2024
Q4 | $2.06M | Buy |
25,539
+577
| +2% | +$46.6K | 0.01% | 772 |
|
|
2024
Q3 | $2.09M | Buy |
24,962
+11,668
| +88% | +$977K | 0.01% | 688 |
|
|
2024
Q2 | $1M | Buy |
13,294
+3,165
| +31% | +$239K | ﹤0.01% | 881 |
|
|
2024
Q1 | $751K | Buy |
10,129
+2,647
| +35% | +$196K | ﹤0.01% | 972 |
|
|
2023
Q4 | $449K | Sell |
7,482
-2,062
| -22% | -$124K | ﹤0.01% | 1102 |
|
|
2023
Q3 | $527K | Buy |
9,544
+1,758
| +23% | +$97.1K | ﹤0.01% | 959 |
|
|
2023
Q2 | $426K | Buy |
7,786
+1,098
| +16% | +$60.1K | ﹤0.01% | 987 |
|
|
2023
Q1 | $363K | Sell |
6,688
-4,016
| -38% | -$218K | ﹤0.01% | 992 |
|
|
2022
Q4 | $726K | Buy |
10,704
+5,476
| +105% | +$371K | 0.01% | 696 |
|
|
2022
Q3 | $395K | Sell |
5,228
-1,814
| -26% | -$137K | ﹤0.01% | 816 |
|
|
2022
Q2 | $646K | Buy |
7,042
+3,446
| +96% | +$316K | 0.01% | 670 |
|
|
2022
Q1 | $361K | Buy |
3,596
+1,411
| +65% | +$142K | ﹤0.01% | 820 |
|
|
2021
Q4 | $238K | Buy |
+2,185
| New | +$238K | ﹤0.01% | 949 |
|
|
2021
Q2 | $175K | Hold |
1,238
| – | – | ﹤0.01% | 941 |
|
|
2021
Q1 | $175K | Hold |
1,238
| – | – | ﹤0.01% | 941 |
|
|
2020
Q4 | $175K | Hold |
1,238
| – | – | ﹤0.01% | 941 |
|
|
2020
Q3 | $175K | Hold |
1,238
| – | – | ﹤0.01% | 941 |
|
|
2020
Q2 | $175K | Hold |
1,238
| – | – | ﹤0.01% | 941 |
|
|
2020
Q1 | $175K | Hold |
1,238
| – | – | ﹤0.01% | 941 |
|
|
2019
Q4 | $175K | Hold |
1,238
| – | – | ﹤0.01% | 941 |
|
|
2019
Q3 | $175K | Hold |
1,238
| – | – | ﹤0.01% | 941 |
|
|
2019
Q2 | $175K | Hold |
1,238
| – | – | ﹤0.01% | 941 |
|
|
2019
Q1 | $175K | Buy |
1,238
+1,142
| +1,190% | +$161K | ﹤0.01% | 941 |
|
|
2018
Q4 | $10K | Sell |
96
-42
| -30% | -$4.38K | ﹤0.01% | 1319 |
|
|
2018
Q3 | $15K | Buy |
138
+25
| +22% | +$2.72K | ﹤0.01% | 1029 |
|
|
2018
Q2 | $12K | Sell |
113
-50
| -31% | -$5.31K | ﹤0.01% | 945 |
|
|
2018
Q1 | $16K | Buy |
163
+45
| +38% | +$4.42K | ﹤0.01% | 749 |
|
|
2017
Q4 | $11K | Sell |
118
-16
| -12% | -$1.49K | ﹤0.01% | 852 |
|
|
2017
Q3 | $12K | Buy |
134
+74
| +123% | +$6.63K | ﹤0.01% | 841 |
|
|
2017
Q2 | $5K | Sell |
60
-29
| -33% | -$2.42K | ﹤0.01% | 878 |
|
|
2017
Q1 | $7K | Sell |
89
-562
| -86% | -$44.2K | ﹤0.01% | 814 |
|
|
2016
Q4 | $49K | Sell |
651
-258,732
| -100% | -$19.5M | ﹤0.01% | 448 |
|
|
2016
Q3 | $20M | Buy |
259,383
+44,383
| +21% | +$3.42M | 1.38% | 16 |
|
|
2016
Q2 | $15.8M | Buy |
215,000
+43,519
| +25% | +$3.21M | 1.16% | 23 |
|
|
2016
Q1 | $10.9M | Buy |
171,481
+35,134
| +26% | +$2.22M | 0.95% | 34 |
|
|
2015
Q4 | $8.26M | Buy |
136,347
+16,914
| +14% | +$1.03M | 0.81% | 49 |
|
|
2015
Q3 | $8.01M | Sell |
119,433
-5,988
| -5% | -$402K | 0.81% | 50 |
|
|
2015
Q2 | $7.75M | Buy |
125,421
+19,640
| +19% | +$1.21M | 0.74% | 52 |
|
|
2015
Q1 | $7.2M | Buy |
105,781
+34,947
| +49% | +$2.38M | 0.73% | 49 |
|
|
2014
Q4 | $4.41M | Buy |
70,834
+53,879
| +318% | +$3.35M | 0.53% | 63 |
|
|
2014
Q3 | $955K | Buy |
16,955
+12,465
| +278% | +$702K | 0.14% | 130 |
|
|
2014
Q2 | $246K | Buy |
+4,490
| New | +$246K | 0.04% | 160 |
|