EP Wealth Advisors’s Fidelity National Information Services FIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Buy |
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|
2025
Q1 | $211K | Sell |
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|
2024
Q4 | $260K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $287K | Buy |
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|
2022
Q1 | $311K | Buy |
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|
2021
Q4 | $326K | Buy |
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|
2021
Q3 | $350K | Buy |
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|
2021
Q2 | $389K | Buy |
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|
2021
Q1 | $328K | Buy |
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|
2020
Q4 | $319K | Sell |
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|
2020
Q3 | $342K | Buy |
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|
2020
Q2 | $301K | Sell |
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|
2020
Q1 | $278K | Sell |
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|
2019
Q4 | $332K | Buy |
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|
2019
Q3 | $312K | Sell |
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|
2019
Q2 | $522K | Buy |
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