EP Wealth Advisors’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Buy |
4,540
+1,709
| +60% | +$139K | ﹤0.01% | 912 |
|
|
2025
Q1 | $211K | Sell |
2,831
-385
| -12% | -$28.7K | ﹤0.01% | 1108 |
|
|
2024
Q4 | $260K | Buy |
+3,216
| New | +$260K | ﹤0.01% | 935 |
|
|
2022
Q3 | – | Sell |
-3,128
| Closed | -$287K | – | 436 |
|
|
2022
Q2 | $287K | Buy |
3,128
+30
| +1% | +$2.75K | 0.01% | 488 |
|
|
2022
Q1 | $311K | Buy |
3,098
+112
| +4% | +$11.2K | 0.01% | 484 |
|
|
2021
Q4 | $326K | Buy |
2,986
+106
| +4% | +$11.6K | 0.01% | 444 |
|
|
2021
Q3 | $350K | Buy |
2,880
+136
| +5% | +$16.5K | 0.01% | 404 |
|
|
2021
Q2 | $389K | Buy |
2,744
+409
| +18% | +$58K | 0.01% | 384 |
|
|
2021
Q1 | $328K | Buy |
2,335
+82
| +4% | +$11.5K | 0.01% | 392 |
|
|
2020
Q4 | $319K | Sell |
2,253
-67
| -3% | -$9.49K | 0.01% | 334 |
|
|
2020
Q3 | $342K | Buy |
2,320
+76
| +3% | +$11.2K | 0.01% | 277 |
|
|
2020
Q2 | $301K | Sell |
2,244
-41
| -2% | -$5.5K | 0.01% | 306 |
|
|
2020
Q1 | $278K | Sell |
2,285
-101
| -4% | -$12.3K | 0.01% | 317 |
|
|
2019
Q4 | $332K | Buy |
2,386
+33
| +1% | +$4.59K | 0.01% | 320 |
|
|
2019
Q3 | $312K | Sell |
2,353
-1,906
| -45% | -$253K | 0.02% | 273 |
|
|
2019
Q2 | $522K | Buy |
+4,259
| New | +$522K | 0.03% | 191 |
|