CWM
CarsonAllaria 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 | $172K | Buy |
2,112
+4
| +0.2% | +$326 | 0.09% | 73 |
|
|
2025
Q1 | $157K | Buy |
2,108
+71
| +3% | +$5.3K | 0.09% | 80 |
|
|
2024
Q4 | $165K | Sell |
2,037
-417
| -17% | -$33.7K | 0.09% | 73 |
|
|
2024
Q3 | $206K | Sell |
2,454
-213
| -8% | -$17.8K | 0.12% | 68 |
|
|
2024
Q2 | $201K | Sell |
2,667
-249
| -9% | -$18.8K | 0.12% | 64 |
|
|
2024
Q1 | $216K | Sell |
2,916
-481
| -14% | -$35.7K | 0.14% | 63 |
|
|
2023
Q4 | $204K | Buy |
3,397
+237
| +8% | +$14.2K | 0.15% | 65 |
|
|
2023
Q3 | $175K | Buy |
+3,160
| New | +$175K | 0.14% | 67 |
|