CWP
Concord Wealth Partners’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.12K | Sell |
112
-88
| -44% | -$7.16K | ﹤0.01% | 554 |
|
|
2025
Q1 | $14.9K | Sell |
200
-238
| -54% | -$17.8K | ﹤0.01% | 463 |
|
|
2024
Q4 | $35.4K | Buy |
438
+1
| +0.2% | +$81 | 0.01% | 383 |
|
|
2024
Q3 | $36.6K | Buy |
437
+146
| +50% | +$12.2K | 0.01% | 381 |
|
|
2024
Q2 | $22K | Sell |
291
-386
| -57% | -$29.1K | ﹤0.01% | 415 |
|
|
2024
Q1 | $50.2K | Buy |
677
+13
| +2% | +$965 | 0.01% | 352 |
|
|
2023
Q4 | $39.9K | Sell |
664
-1,156
| -64% | -$69.5K | 0.01% | 383 |
|
|
2023
Q3 | $101K | Buy |
1,820
+25
| +1% | +$1.38K | 0.02% | 280 |
|
|
2023
Q2 | $98.2K | Buy |
1,795
+124
| +7% | +$6.78K | 0.02% | 276 |
|
|
2023
Q1 | $90.8K | Buy |
1,671
+802
| +92% | +$43.6K | 0.03% | 264 |
|
|
2022
Q4 | $59K | Buy |
+869
| New | +$59K | 0.02% | 349 |
|
|
2022
Q3 | – | Sell |
-792
| Closed | -$73K | – | 494 |
|
|
2022
Q2 | $73K | Buy |
792
+60
| +8% | +$5.53K | 0.02% | 311 |
|
|
2022
Q1 | $74K | Sell |
732
-31
| -4% | -$3.13K | 0.02% | 358 |
|
|
2021
Q4 | $83K | Buy |
763
+417
| +121% | +$45.4K | 0.02% | 337 |
|
|
2021
Q3 | $42K | Sell |
346
-41
| -11% | -$4.98K | 0.02% | 247 |
|
|
2021
Q2 | $55K | Sell |
387
-50
| -11% | -$7.11K | 0.02% | 339 |
|
|
2021
Q1 | $61K | Buy |
437
+245
| +128% | +$34.2K | 0.02% | 303 |
|
|
2020
Q4 | $27K | Buy |
+192
| New | +$27K | 0.02% | 274 |
|