Forum Financial Management’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 | $572K | Buy |
7,028
+112
| +2% | +$9.12K | 0.01% | 367 |
|
|
2025
Q1 | $516K | Buy |
6,916
+5
| +0.1% | +$373 | 0.01% | 356 |
|
|
2024
Q4 | $558K | Buy |
+6,911
| New | +$558K | 0.01% | 337 |
|
|
2023
Q4 | – | Sell |
-5,687
| Closed | -$314K | – | 702 |
|
|
2023
Q3 | $314K | Hold |
5,687
| – | – | 0.01% | 409 |
|
|
2023
Q2 | $311K | Buy |
5,687
+519
| +10% | +$28.4K | 0.01% | 419 |
|
|
2023
Q1 | $281K | Sell |
5,168
-1,757
| -25% | -$95.5K | 0.01% | 423 |
|
|
2022
Q4 | $470K | Sell |
6,925
-387
| -5% | -$26.3K | 0.02% | 264 |
|
|
2022
Q3 | $553K | Buy |
7,312
+3,315
| +83% | +$251K | 0.03% | 202 |
|
|
2022
Q2 | $366K | Sell |
3,997
-1,687
| -30% | -$154K | 0.02% | 298 |
|
|
2022
Q1 | $570K | Sell |
5,684
-194
| -3% | -$19.5K | 0.03% | 217 |
|
|
2021
Q4 | $642K | Buy |
+5,878
| New | +$642K | 0.03% | 193 |
|