IAG Wealth Partners’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 | $78.8K | Sell |
967
-103
| -10% | -$8.39K | 0.01% | 174 |
|
|
2025
Q1 | $79.9K | Hold |
1,070
| – | – | 0.01% | 159 |
|
|
2024
Q4 | $86.5K | Sell |
1,070
-10
| -0.9% | -$808 | 0.02% | 147 |
|
|
2024
Q3 | $90.5K | Sell |
1,080
-130
| -11% | -$10.9K | 0.02% | 138 |
|
|
2024
Q2 | $91.2K | Hold |
1,210
| – | – | 0.02% | 125 |
|
|
2024
Q1 | $89.8K | Sell |
1,210
-165
| -12% | -$12.2K | 0.02% | 126 |
|
|
2023
Q4 | $82.6K | Buy |
1,375
+278
| +25% | +$16.7K | 0.02% | 119 |
|
|
2023
Q3 | $60.7K | Sell |
1,097
-529
| -33% | -$29.2K | 0.02% | 132 |
|
|
2023
Q2 | $89K | Hold |
1,626
| – | – | 0.02% | 121 |
|
|
2023
Q1 | $88.4K | Hold |
1,626
| – | – | 0.02% | 108 |
|
|
2022
Q4 | $110K | Hold |
1,626
| – | – | 0.03% | 94 |
|
|
2022
Q3 | $123K | Sell |
1,626
-160
| -9% | -$12.1K | 0.04% | 78 |
|
|
2022
Q2 | $164K | Hold |
1,786
| – | – | 0.05% | 71 |
|
|
2022
Q1 | $179K | Sell |
1,786
-123
| -6% | -$12.3K | 0.06% | 69 |
|
|
2021
Q4 | $208K | Sell |
1,909
-1
| -0.1% | -$109 | 0.07% | 59 |
|
|
2021
Q3 | $233K | Sell |
1,910
-123
| -6% | -$15K | 0.08% | 49 |
|
|
2021
Q2 | $288K | Hold |
2,033
| – | – | 0.1% | 42 |
|
|
2021
Q1 | $286K | Sell |
2,033
-155
| -7% | -$21.8K | 0.11% | 41 |
|
|
2020
Q4 | $310K | Hold |
2,188
| – | – | 0.13% | 40 |
|
|
2020
Q3 | $323K | Sell |
2,188
-219
| -9% | -$32.3K | 0.15% | 40 |
|
|
2020
Q2 | $323K | Hold |
2,407
| – | – | 0.16% | 41 |
|
|
2020
Q1 | $293K | Buy |
+2,407
| New | +$293K | 0.2% | 42 |
|