Dynamic Advisor Solutions’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Buy |
5,288
+33
| +0.6% | +$2.69K | 0.01% | 640 |
|
|
2025
Q1 | $392K | Buy |
5,255
+773
| +17% | +$57.7K | 0.01% | 642 |
|
|
2024
Q4 | $362K | Buy |
4,482
+1,395
| +45% | +$113K | 0.02% | 492 |
|
|
2024
Q3 | $259K | Sell |
3,087
-443
| -13% | -$37.1K | 0.01% | 808 |
|
|
2024
Q2 | $266K | Sell |
3,530
-2,059
| -37% | -$155K | 0.01% | 803 |
|
|
2024
Q1 | $415K | Buy |
5,589
+2,232
| +66% | +$166K | 0.01% | 650 |
|
|
2023
Q4 | $206K | Sell |
3,357
-689
| -17% | -$42.3K | 0.01% | 829 |
|
|
2023
Q3 | $224K | Buy |
+4,046
| New | +$224K | 0.01% | 750 |
|
|
2023
Q1 | – | Sell |
-3,062
| Closed | -$208K | – | 764 |
|
|
2022
Q4 | $208K | Buy |
+3,062
| New | +$208K | 0.01% | 655 |
|
|
2022
Q3 | – | Sell |
-2,597
| Closed | -$238K | – | 704 |
|
|
2022
Q2 | $238K | Buy |
2,597
+346
| +15% | +$31.7K | 0.02% | 602 |
|
|
2022
Q1 | $226K | Buy |
2,251
+24
| +1% | +$2.41K | 0.02% | 645 |
|
|
2021
Q4 | $243K | Buy |
2,227
+80
| +4% | +$8.73K | 0.02% | 631 |
|
|
2021
Q3 | $261K | Buy |
2,147
+70
| +3% | +$8.51K | 0.02% | 614 |
|
|
2021
Q2 | $294K | Buy |
2,077
+184
| +10% | +$26K | 0.02% | 546 |
|
|
2021
Q1 | $266K | Buy |
1,893
+46
| +2% | +$6.46K | 0.02% | 526 |
|
|
2020
Q4 | $261K | Buy |
1,847
+202
| +12% | +$28.5K | 0.02% | 525 |
|
|
2020
Q3 | $242K | Sell |
1,645
-235
| -13% | -$34.6K | 0.03% | 483 |
|
|
2020
Q2 | $252K | Sell |
1,880
-519
| -22% | -$69.6K | 0.03% | 418 |
|
|
2020
Q1 | $292K | Sell |
2,399
-878
| -27% | -$107K | 0.05% | 338 |
|
|
2019
Q4 | $456K | Buy |
3,277
+80
| +3% | +$11.1K | 0.06% | 324 |
|
|
2019
Q3 | $424K | Buy |
3,197
+777
| +32% | +$103K | 0.07% | 306 |
|
|
2019
Q2 | $297K | Buy |
2,420
+58
| +2% | +$7.12K | 0.05% | 360 |
|
|
2019
Q1 | $267K | Sell |
2,362
-69
| -3% | -$7.8K | 0.05% | 320 |
|
|
2018
Q4 | $256K | Buy |
2,431
+21
| +0.9% | +$2.21K | 0.05% | 312 |
|
|
2018
Q3 | $263K | Sell |
2,410
-6
| -0.2% | -$655 | 0.05% | 330 |
|
|
2018
Q2 | $256K | Buy |
+2,416
| New | +$256K | 0.06% | 328 |
|