CWS
Cypress Wealth Services’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Buy |
3,015
+62
| +2% | +$5.05K | 0.04% | 267 |
|
|
2025
Q1 | $221K | Sell |
2,953
-1
| -0% | -$75 | 0.04% | 259 |
|
|
2024
Q4 | $239K | Sell |
2,954
-7
| -0.2% | -$565 | 0.05% | 243 |
|
|
2024
Q3 | $248K | Buy |
2,961
+33
| +1% | +$2.76K | 0.05% | 233 |
|
|
2024
Q2 | $221K | Sell |
2,928
-1,169
| -29% | -$88.1K | 0.05% | 234 |
|
|
2024
Q1 | $304K | Sell |
4,097
-3,968
| -49% | -$294K | 0.07% | 196 |
|
|
2023
Q4 | $484K | Sell |
8,065
-194
| -2% | -$11.7K | 0.12% | 145 |
|
|
2023
Q3 | $456K | Sell |
8,259
-75
| -0.9% | -$4.15K | 0.13% | 145 |
|
|
2023
Q2 | $486K | Buy |
8,334
+2,262
| +37% | +$132K | 0.13% | 141 |
|
|
2023
Q1 | $330K | Buy |
+6,072
| New | +$330K | 0.1% | 171 |
|
|
2022
Q2 | – | Sell |
-2,049
| Closed | -$206K | – | 236 |
|
|
2022
Q1 | $206K | Buy |
+2,049
| New | +$206K | 0.06% | 228 |
|