Corient Private Wealth’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
$4.82M Buy
59,382
+2,089
+4% +$170K 0.01% 769
2025
Q1
$4.28M Sell
57,293
-3,646
-6% -$272K 0.01% 722
2024
Q4
$4.92M Sell
60,939
-1,316
-2% -$106K 0.01% 704
2024
Q3
$5.21M Sell
62,255
-1,001
-2% -$83.8K 0.01% 719
2024
Q2
$4.77M Sell
63,256
-33,361
-35% -$2.51M 0.01% 716
2024
Q1
$7.17M Buy
96,617
+1,399
+1% +$104K 0.01% 609
2023
Q4
$5.72M Sell
95,218
-27,051
-22% -$1.62M 0.01% 669
2023
Q3
$6.76M Buy
122,269
+20,395
+20% +$1.13M 0.02% 570
2023
Q2
$5.57M Sell
101,874
-28,696
-22% -$1.57M 0.01% 601
2023
Q1
$7.11M Buy
130,570
+1,007
+0.8% +$54.8K 0.02% 495
2022
Q4
$8.82M Buy
+129,563
New +$8.82M 0.03% 390