GA
Geller Advisors’s Fidelity National Information Services FIS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $273K | Sell |
3,385
-77
| -2% | -$6.22K | 0.02% | 214 |
|
2024
Q3 | $290K | Sell |
3,462
-438
| -11% | -$36.7K | 0.02% | 211 |
|
2024
Q2 | $294K | Sell |
3,900
-388
| -9% | -$29.2K | 0.02% | 208 |
|
2024
Q1 | $318K | Buy |
4,288
+90
| +2% | +$6.68K | 0.03% | 200 |
|
2023
Q4 | $252K | Buy |
+4,198
| New | +$252K | 0.02% | 226 |
|
2022
Q2 | – | Sell |
-2,155
| Closed | -$216K | – | 147 |
|
2022
Q1 | $216K | Buy |
2,155
+24
| +1% | +$2.41K | 0.04% | 152 |
|
2021
Q4 | $233K | Sell |
2,131
-67
| -3% | -$7.33K | 0.05% | 148 |
|
2021
Q3 | $267K | Buy |
2,198
+473
| +27% | +$57.5K | 0.06% | 117 |
|
2021
Q2 | $244K | Buy |
1,725
+10
| +0.6% | +$1.41K | 0.05% | 113 |
|
2021
Q1 | $241K | Buy |
1,715
+515
| +43% | +$72.4K | 0.06% | 105 |
|
2020
Q4 | $292K | Buy |
+1,200
| New | +$292K | 0.07% | 77 |
|