Crestwood Advisors Group’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Buy |
26,002
+964
| +4% | +$78.5K | 0.04% | 201 |
|
|
2025
Q1 | $1.87M | Buy |
25,038
+21,015
| +522% | +$1.57M | 0.04% | 205 |
|
|
2024
Q4 | $325K | Buy |
+4,023
| New | +$325K | 0.01% | 368 |
|
|
2017
Q2 | – | Sell |
-166
| Closed | -$14K | – | 253 |
|
|
2017
Q1 | $14K | Buy |
+166
| New | +$14K | ﹤0.01% | 406 |
|