Geneos Wealth 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 | $87.7K | Sell |
1,077
-486
| -31% | -$39.6K | ﹤0.01% | 1306 |
|
|
2025
Q1 | $157K | Buy |
1,563
+948
| +154% | +$95.4K | ﹤0.01% | 1333 |
|
|
2024
Q4 | $49.7K | Sell |
615
-20
| -3% | -$1.62K | ﹤0.01% | 1327 |
|
|
2024
Q3 | $53.2K | Buy |
635
+74
| +13% | +$6.2K | ﹤0.01% | 1177 |
|
|
2024
Q2 | $42.3K | Sell |
561
-13
| -2% | -$980 | ﹤0.01% | 1121 |
|
|
2024
Q1 | $42.6K | Sell |
574
-16,653
| -97% | -$1.24M | ﹤0.01% | 1125 |
|
|
2023
Q4 | $1.03M | Sell |
17,227
-31
| -0.2% | -$1.86K | 0.05% | 318 |
|
|
2023
Q3 | $954K | Buy |
17,258
+2,155
| +14% | +$119K | 0.05% | 328 |
|
|
2023
Q2 | $826K | Buy |
15,103
+6,774
| +81% | +$371K | 0.04% | 351 |
|
|
2023
Q1 | $453K | Sell |
8,329
-1,961
| -19% | -$107K | 0.03% | 463 |
|
|
2022
Q4 | $698K | Sell |
10,290
-593
| -5% | -$40.2K | 0.04% | 348 |
|
|
2022
Q3 | $822K | Sell |
10,883
-785
| -7% | -$59.3K | 0.06% | 290 |
|
|
2022
Q2 | $1.09M | Sell |
11,668
-745
| -6% | -$69.7K | 0.05% | 302 |
|
|
2022
Q1 | $1.25M | Buy |
12,413
+1,034
| +9% | +$104K | 0.05% | 297 |
|
|
2021
Q4 | $1.24M | Buy |
11,379
+5,892
| +107% | +$643K | 0.05% | 343 |
|
|
2021
Q3 | $676K | Buy |
5,487
+133
| +2% | +$16.4K | 0.03% | 495 |
|
|
2021
Q2 | $779K | Sell |
5,354
-3,043
| -36% | -$443K | 0.03% | 444 |
|
|
2021
Q1 | $1.28M | Sell |
8,397
-453
| -5% | -$69.3K | 0.04% | 363 |
|
|
2020
Q4 | $898K | Buy |
8,850
+6,085
| +220% | +$617K | 0.04% | 376 |
|
|
2020
Q3 | $403K | Sell |
2,765
-38
| -1% | -$5.54K | 0.02% | 489 |
|
|
2020
Q2 | $365K | Sell |
2,803
-95
| -3% | -$12.4K | 0.02% | 489 |
|
|
2020
Q1 | $348K | Sell |
2,898
-3
| -0.1% | -$360 | 0.02% | 452 |
|
|
2019
Q4 | $405K | Hold |
2,901
| – | – | 0.02% | 488 |
|
|
2019
Q3 | $379K | Buy |
2,901
+112
| +4% | +$14.6K | 0.02% | 470 |
|
|
2019
Q2 | $342K | Hold |
2,789
| – | – | 0.02% | 513 |
|
|
2019
Q1 | $315K | Buy |
2,789
+30
| +1% | +$3.39K | 0.02% | 514 |
|
|
2018
Q4 | $278K | Buy |
2,759
+8
| +0.3% | +$806 | 0.02% | 507 |
|
|
2018
Q3 | $300K | Buy |
2,751
+106
| +4% | +$11.6K | 0.02% | 510 |
|
|
2018
Q2 | $280K | Hold |
2,645
| – | – | 0.02% | 464 |
|
|
2018
Q1 | $254K | Buy |
2,645
+387
| +17% | +$37.2K | 0.02% | 463 |
|
|
2017
Q4 | $212K | Buy |
2,258
+1
| +0% | +$94 | 0.02% | 515 |
|
|
2017
Q3 | $210K | Hold |
2,257
| – | – | 0.02% | 497 |
|
|
2017
Q2 | $192K | Buy |
2,257
+738
| +49% | +$62.8K | 0.02% | 506 |
|
|
2017
Q1 | $120K | Buy |
1,519
+131
| +9% | +$10.3K | 0.01% | 611 |
|
|
2016
Q4 | $105K | Hold |
1,388
| – | – | 0.01% | 604 |
|
|
2016
Q3 | $106K | Buy |
1,388
+82
| +6% | +$6.26K | 0.01% | 587 |
|
|
2016
Q2 | $97K | Hold |
1,306
| – | – | 0.01% | 596 |
|
|
2016
Q1 | $84K | Buy |
+1,306
| New | +$84K | 0.01% | 640 |
|