Center for Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Buy |
4,399
+101
| +2% | +$8.22K | 0.04% | 130 |
|
|
2025
Q1 | $321K | Buy |
4,298
+543
| +14% | +$40.6K | 0.04% | 127 |
|
|
2024
Q4 | $303K | Buy |
3,755
+138
| +4% | +$11.1K | 0.04% | 127 |
|
|
2024
Q3 | $303K | Buy |
3,617
+3,471
| +2,377% | +$291K | 0.04% | 122 |
|
|
2024
Q2 | $11K | Hold |
146
| – | – | ﹤0.01% | 384 |
|
|
2024
Q1 | $10.8K | Hold |
146
| – | – | ﹤0.01% | 399 |
|
|
2023
Q4 | $8.77K | Hold |
146
| – | – | ﹤0.01% | 383 |
|
|
2023
Q3 | $8.07K | Hold |
146
| – | – | ﹤0.01% | 379 |
|
|
2023
Q2 | $7.99K | Hold |
146
| – | – | ﹤0.01% | 402 |
|
|
2023
Q1 | $7.93K | Hold |
146
| – | – | ﹤0.01% | 384 |
|
|
2022
Q4 | $9.91K | Hold |
146
| – | – | ﹤0.01% | 360 |
|
|
2022
Q3 | $11K | Hold |
146
| – | – | ﹤0.01% | 346 |
|
|
2022
Q2 | $13K | Hold |
146
| – | – | ﹤0.01% | 335 |
|
|
2022
Q1 | $15K | Hold |
146
| – | – | ﹤0.01% | 336 |
|
|
2021
Q4 | $16K | Hold |
146
| – | – | ﹤0.01% | 331 |
|
|
2021
Q3 | $18K | Hold |
146
| – | – | ﹤0.01% | 310 |
|
|
2021
Q2 | $21K | Sell |
146
-31
| -18% | -$4.46K | 0.01% | 302 |
|
|
2021
Q1 | $25K | Hold |
177
| – | – | 0.01% | 284 |
|
|
2020
Q4 | $25K | Hold |
177
| – | – | 0.01% | 260 |
|
|
2020
Q3 | $26K | Hold |
177
| – | – | 0.01% | 243 |
|
|
2020
Q2 | $24K | Sell |
177
-112
| -39% | -$15.2K | 0.01% | 242 |
|
|
2020
Q1 | $35K | Buy |
289
+112
| +63% | +$13.6K | 0.01% | 206 |
|
|
2019
Q4 | $25K | Buy |
+177
| New | +$25K | 0.01% | 242 |
|