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 |
|