GeoWealth 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 | $86.4K | Sell |
1,062
-7,036
| -87% | -$573K | ﹤0.01% | 845 |
|
2025
Q1 | $605K | Buy |
8,098
+6,821
| +534% | +$509K | 0.02% | 384 |
|
2024
Q4 | $103K | Sell |
1,277
-70
| -5% | -$5.65K | ﹤0.01% | 956 |
|
2024
Q3 | $113K | Buy |
+1,347
| New | +$113K | ﹤0.01% | 869 |
|
2022
Q3 | – | Sell |
-238
| Closed | -$22K | – | 357 |
|
2022
Q2 | $22K | Buy |
238
+30
| +14% | +$2.77K | ﹤0.01% | 296 |
|
2022
Q1 | $21K | Buy |
+208
| New | +$21K | ﹤0.01% | 367 |
|