IAA
Independent Advisor Alliance’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
14,394
+6,024
| +72% | +$490K | 0.03% | 381 |
|
|
2025
Q1 | $625K | Buy |
8,370
+470
| +6% | +$35.1K | 0.02% | 474 |
|
|
2024
Q4 | $638K | Buy |
7,900
+1,188
| +18% | +$96K | 0.01% | 871 |
|
|
2024
Q3 | $562K | Sell |
6,712
-200
| -3% | -$16.7K | 0.02% | 437 |
|
|
2024
Q2 | $521K | Sell |
6,912
-514
| -7% | -$38.7K | 0.02% | 455 |
|
|
2024
Q1 | $551K | Sell |
7,426
-4,098
| -36% | -$304K | 0.02% | 433 |
|
|
2023
Q4 | $692K | Sell |
11,524
-75
| -0.6% | -$4.51K | 0.02% | 368 |
|
|
2023
Q3 | $641K | Sell |
11,599
-129
| -1% | -$7.13K | 0.03% | 368 |
|
|
2023
Q2 | $642K | Buy |
11,728
+562
| +5% | +$30.7K | 0.03% | 374 |
|
|
2023
Q1 | $607K | Buy |
+11,166
| New | +$607K | 0.03% | 386 |
|
|
2022
Q4 | – | Sell |
-4,800
| Closed | -$363K | – | 499 |
|
|
2022
Q3 | $363K | Sell |
4,800
-259
| -5% | -$19.6K | 0.02% | 442 |
|
|
2022
Q2 | $464K | Sell |
5,059
-347
| -6% | -$31.8K | 0.03% | 385 |
|
|
2022
Q1 | $543K | Sell |
5,406
-81
| -1% | -$8.14K | 0.03% | 376 |
|
|
2021
Q4 | $599K | Buy |
5,487
+423
| +8% | +$46.2K | 0.03% | 349 |
|
|
2021
Q3 | $616K | Sell |
5,064
-412
| -8% | -$50.1K | 0.03% | 333 |
|
|
2021
Q2 | $776K | Sell |
5,476
-154
| -3% | -$21.8K | 0.04% | 310 |
|
|
2021
Q1 | $792K | Sell |
5,630
-2,132
| -27% | -$300K | 0.05% | 286 |
|
|
2020
Q4 | $1.1M | Buy |
7,762
+467
| +6% | +$66.1K | 0.07% | 202 |
|
|
2020
Q3 | $1.07M | Buy |
7,295
+152
| +2% | +$22.4K | 0.08% | 172 |
|
|
2020
Q2 | $958K | Buy |
7,143
+99
| +1% | +$13.3K | 0.1% | 163 |
|
|
2020
Q1 | $857K | Sell |
7,044
-388
| -5% | -$47.2K | 0.12% | 136 |
|
|
2019
Q4 | $1.03M | Sell |
7,432
-98
| -1% | -$13.6K | 0.05% | 355 |
|
|
2019
Q3 | $1M | Buy |
7,530
+4,650
| +161% | +$618K | 0.12% | 156 |
|
|
2019
Q2 | $353K | Sell |
2,880
-575
| -17% | -$70.5K | 0.05% | 267 |
|
|
2019
Q1 | $391K | Buy |
3,455
+271
| +9% | +$30.7K | 0.06% | 261 |
|
|
2018
Q4 | $327K | Sell |
3,184
-321
| -9% | -$33K | 0.06% | 276 |
|
|
2018
Q3 | $369K | Sell |
3,505
-477
| -12% | -$50.2K | 0.07% | 223 |
|
|
2018
Q2 | $418K | Sell |
3,982
-331
| -8% | -$34.7K | 0.09% | 198 |
|
|
2018
Q1 | $409K | Buy |
4,313
+107
| +3% | +$10.1K | 0.09% | 210 |
|
|
2017
Q4 | $403K | Sell |
4,206
-5,770
| -58% | -$553K | 0.09% | 205 |
|
|
2017
Q3 | $941K | Buy |
9,976
+1,171
| +13% | +$110K | 0.26% | 96 |
|
|
2017
Q2 | $769K | Sell |
8,805
-76
| -0.9% | -$6.64K | 0.24% | 103 |
|
|
2017
Q1 | $706K | Sell |
8,881
-765
| -8% | -$60.8K | 0.11% | 201 |
|
|
2016
Q4 | $732K | Buy |
+9,646
| New | +$732K | 0.31% | 86 |
|