Institute for Wealth Management’s Fidelity National Information Services FIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$456K Buy
2025
Q2
$496K Hold
2025
Q1
$455K Buy
2024
Q4
$263K Sell
2024
Q3
$279K Sell
2024
Q2
$276K Hold
2024
Q1
$272K Buy
2021
Q1
Sell
2020
Q4
$202K Sell
2020
Q3
$215K Buy
2020
Q1
Sell
2019
Q4
$202K Buy