IWS
Insight Wealth Strategies’s Fidelity National Information Services FIS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.46M | Buy |
29,826
+59
| +0.2% | +$4.86K | 0.31% | 85 |
|
2025
Q1 | $2.22M | Buy |
29,767
+621
| +2% | +$46.4K | 0.3% | 89 |
|
2024
Q4 | $2.35M | Sell |
29,146
-2,055
| -7% | -$166K | 0.32% | 83 |
|
2024
Q3 | $2.61M | Buy |
31,201
+399
| +1% | +$33.4K | 0.34% | 75 |
|
2024
Q2 | $2.32M | Buy |
30,802
+637
| +2% | +$48K | 0.33% | 73 |
|
2024
Q1 | $2.24M | Buy |
30,165
+1,322
| +5% | +$98.1K | 0.33% | 68 |
|
2023
Q4 | $1.73M | Buy |
28,843
+5,203
| +22% | +$313K | 0.28% | 88 |
|
2023
Q3 | $1.31M | Buy |
23,640
+3,411
| +17% | +$189K | 0.25% | 86 |
|
2023
Q2 | $1.11M | Buy |
20,229
+525
| +3% | +$28.7K | 0.21% | 88 |
|
2023
Q1 | $1.07M | Buy |
19,704
+3,047
| +18% | +$166K | 0.21% | 87 |
|
2022
Q4 | $1.13M | Buy |
16,657
+671
| +4% | +$45.5K | 0.22% | 81 |
|
2022
Q3 | $1.47M | Hold |
15,986
| – | – | 0.27% | 58 |
|
2022
Q2 | $1.47M | Buy |
15,986
+1,755
| +12% | +$161K | 0.27% | 58 |
|
2022
Q1 | $1.43M | Buy |
14,231
+2,290
| +19% | +$230K | 0.21% | 80 |
|
2021
Q4 | $1.3M | Buy |
11,941
+3,346
| +39% | +$365K | 0.19% | 85 |
|
2021
Q3 | $1.05M | Buy |
8,595
+657
| +8% | +$80K | 0.15% | 93 |
|
2021
Q2 | $1.13M | Buy |
7,938
+45
| +0.6% | +$6.38K | 0.16% | 82 |
|
2021
Q1 | $1.11M | Buy |
7,893
+4,490
| +132% | +$631K | 0.15% | 95 |
|
2020
Q4 | $481K | Buy |
3,403
+409
| +14% | +$57.8K | 0.08% | 116 |
|
2020
Q3 | $441K | Buy |
2,994
+283
| +10% | +$41.7K | 0.08% | 115 |
|
2020
Q2 | $363K | Sell |
2,711
-483
| -15% | -$64.7K | 0.08% | 111 |
|
2020
Q1 | $389K | Sell |
3,194
-5,948
| -65% | -$724K | 0.1% | 94 |
|
2019
Q4 | $1.27M | Buy |
9,142
+1,154
| +14% | +$161K | 0.27% | 67 |
|
2019
Q3 | $1.06M | Buy |
+7,988
| New | +$1.06M | 0.25% | 65 |
|