Institute for Wealth Management’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $496K | Hold |
6,097
| – | – | 0.06% | 317 |
|
|
2025
Q1 | $455K | Buy |
6,097
+2,835
| +87% | +$212K | 0.06% | 311 |
|
|
2024
Q4 | $263K | Sell |
3,262
-70
| -2% | -$5.65K | 0.03% | 426 |
|
|
2024
Q3 | $279K | Sell |
3,332
-331
| -9% | -$27.7K | 0.04% | 431 |
|
|
2024
Q2 | $276K | Hold |
3,663
| – | – | 0.04% | 403 |
|
|
2024
Q1 | $272K | Buy |
+3,663
| New | +$272K | 0.04% | 409 |
|
|
2021
Q1 | – | Sell |
-1,426
| Closed | -$202K | – | 467 |
|
|
2020
Q4 | $202K | Sell |
1,426
-35
| -2% | -$4.96K | 0.04% | 422 |
|
|
2020
Q3 | $215K | Buy |
+1,461
| New | +$215K | 0.05% | 380 |
|
|
2020
Q1 | – | Sell |
-1,449
| Closed | -$202K | – | 473 |
|
|
2019
Q4 | $202K | Buy |
+1,449
| New | +$202K | 0.05% | 420 |
|