Heritage Wealth Advisors’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 | $25.4K | Hold |
312
| – | – | ﹤0.01% | 349 |
|
|
2025
Q1 | $23.3K | Hold |
312
| – | – | ﹤0.01% | 354 |
|
|
2024
Q4 | $25.2K | Hold |
312
| – | – | ﹤0.01% | 370 |
|
|
2024
Q3 | $26.1K | Sell |
312
-1,127
| -78% | -$94.4K | ﹤0.01% | 375 |
|
|
2024
Q2 | $108K | Sell |
1,439
-4
| -0.3% | -$301 | ﹤0.01% | 245 |
|
|
2024
Q1 | $107K | Buy |
1,443
+202
| +16% | +$15K | ﹤0.01% | 256 |
|
|
2023
Q4 | $74.5K | Buy |
+1,241
| New | +$74.5K | ﹤0.01% | 297 |
|
|
2020
Q2 | – | Sell |
-188
| Closed | -$22.9K | – | 443 |
|
|
2020
Q1 | $22.9K | Buy |
188
+164
| +683% | +$19.9K | ﹤0.01% | 308 |
|
|
2019
Q4 | $3.34K | Buy |
+24
| New | +$3.34K | ﹤0.01% | 478 |
|