Everhart Financial Group’s Fidelity National Information Services FIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $687K | Buy |
8,434
+1,495
| +22% | +$122K | 0.08% | 188 |
|
|
2025
Q1 | $518K | Sell |
6,939
-254
| -4% | -$19K | 0.07% | 200 |
|
|
2024
Q4 | $581K | Buy |
7,193
+311
| +5% | +$25.1K | 0.12% | 168 |
|
|
2024
Q3 | $576K | Buy |
6,882
+1,435
| +26% | +$120K | 0.13% | 176 |
|
|
2024
Q2 | $410K | Buy |
5,447
+2,133
| +64% | +$161K | 0.11% | 188 |
|
|
2024
Q1 | $246K | Buy |
+3,314
| New | +$246K | 0.07% | 239 |
|
|
2022
Q3 | – | Sell |
-2,511
| Closed | -$230K | – | 210 |
|
|
2022
Q2 | $230K | Buy |
+2,511
| New | +$230K | 0.14% | 153 |
|