EWM
EPG 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 | $774K | Buy |
9,512
+231
| +2% | +$18.8K | 0.23% | 118 |
|
2025
Q1 | $693K | Buy |
9,281
+472
| +5% | +$35.2K | 0.19% | 138 |
|
2024
Q4 | $711K | Sell |
8,809
-356
| -4% | -$28.8K | 0.19% | 135 |
|
2024
Q3 | $768K | Buy |
+9,165
| New | +$768K | 0.19% | 132 |
|
2024
Q2 | – | Sell |
-9,586
| Closed | -$711K | – | 135 |
|
2024
Q1 | $711K | Buy |
9,586
+807
| +9% | +$59.9K | 0.17% | 144 |
|
2023
Q4 | $538K | Buy |
8,779
+1,215
| +16% | +$74.4K | 0.14% | 154 |
|
2023
Q3 | $418K | Buy |
+7,564
| New | +$418K | 0.13% | 162 |
|