CWM
Compass 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 | $6.35M | Buy |
78,016
+222
| +0.3% | +$18.1K | 1.51% | 16 |
|
|
2025
Q1 | $5.81M | Buy |
77,794
+9,251
| +13% | +$691K | 1.48% | 16 |
|
|
2024
Q4 | $5.54M | Buy |
68,543
+226
| +0.3% | +$18.3K | 1.33% | 21 |
|
|
2024
Q3 | $5.72M | Sell |
68,317
-250
| -0.4% | -$20.9K | 1.35% | 24 |
|
|
2024
Q2 | $5.17M | Sell |
68,567
-1,098
| -2% | -$82.7K | 1.28% | 24 |
|
|
2024
Q1 | $5.17M | Buy |
69,665
+2,602
| +4% | +$193K | 1.29% | 23 |
|
|
2023
Q4 | $4.03M | Buy |
67,063
+28,288
| +73% | +$1.7M | 1.12% | 29 |
|
|
2023
Q3 | $2.14M | Buy |
+38,775
| New | +$2.14M | 0.67% | 50 |
|