Congress Wealth Management’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 | $517K | Buy |
6,351
+740
| +13% | +$60.2K | 0.01% | 913 |
|
|
2025
Q1 | $419K | Buy |
5,611
+3
| +0.1% | +$224 | 0.01% | 863 |
|
|
2024
Q4 | $453K | Sell |
5,608
-91
| -2% | -$7.35K | 0.01% | 661 |
|
|
2024
Q3 | $477K | Sell |
5,699
-427
| -7% | -$35.8K | 0.01% | 641 |
|
|
2024
Q2 | $462K | Sell |
6,126
-8
| -0.1% | -$603 | 0.01% | 544 |
|
|
2024
Q1 | $455K | Buy |
6,134
+442
| +8% | +$32.8K | 0.01% | 456 |
|
|
2023
Q4 | $342K | Buy |
+5,692
| New | +$342K | 0.01% | 511 |
|