EWM
Evergreen 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 | $1.56M | Buy |
19,210
+58
| +0.3% | +$4.72K | 0.88% | 34 |
|
|
2025
Q1 | $1.43M | Buy |
19,152
+441
| +2% | +$32.9K | 0.85% | 36 |
|
|
2024
Q4 | $1.51M | Buy |
18,711
+18
| +0.1% | +$1.45K | 0.89% | 37 |
|
|
2024
Q3 | $1.57M | Sell |
18,693
-4,813
| -20% | -$403K | 0.94% | 36 |
|
|
2024
Q2 | $1.77M | Hold |
23,506
| – | – | 1.17% | 30 |
|
|
2024
Q1 | $1.74M | Hold |
23,506
| – | – | 1.18% | 30 |
|
|
2023
Q4 | $1.41M | Buy |
23,506
+402
| +2% | +$24.1K | 1.04% | 35 |
|
|
2023
Q3 | $1.28M | Buy |
23,104
+324
| +1% | +$17.9K | 1.01% | 39 |
|
|
2023
Q2 | $1.25M | Buy |
+22,780
| New | +$1.25M | 0.98% | 37 |
|