EWM
Empirical Wealth Management’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Buy |
22,139
+1,826
| +9% | +$149K | 0.04% | 241 |
|
|
2025
Q1 | $1.52M | Buy |
20,313
+17,010
| +515% | +$1.27M | 0.04% | 246 |
|
|
2024
Q4 | $267K | Buy |
+3,303
| New | +$267K | 0.01% | 525 |
|
|
2020
Q3 | – | Sell |
-3,161
| Closed | -$424K | – | 349 |
|
|
2020
Q2 | $424K | Buy |
3,161
+1,425
| +82% | +$191K | 0.04% | 233 |
|
|
2020
Q1 | $211K | Buy |
+1,736
| New | +$211K | 0.02% | 291 |
|