HWM
Hohimer Wealth Management’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-29,886
| Closed | -$1.8M | – | 231 |
|
|
2023
Q4 | $1.8M | Sell |
29,886
-7,074
| -19% | -$425K | 0.46% | 72 |
|
|
2023
Q3 | $2.04M | Sell |
36,960
-755
| -2% | -$41.7K | 0.58% | 63 |
|
|
2023
Q2 | $2.06M | Sell |
37,715
-1,433
| -4% | -$78.4K | 0.57% | 64 |
|
|
2023
Q1 | $2.13M | Buy |
39,148
+29,505
| +306% | +$1.6M | 0.62% | 61 |
|
|
2022
Q4 | $654K | Buy |
+9,643
| New | +$654K | 0.21% | 96 |
|