JFS Wealth Advisors’s Fidelity National Information Services FIS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $31.8K | Sell |
391
-39
| -9% | -$3.18K | ﹤0.01% | 556 |
|
2025
Q1 | $32.1K | Buy |
430
+25
| +6% | +$1.87K | ﹤0.01% | 554 |
|
2024
Q4 | $32.7K | Buy |
405
+17
| +4% | +$1.37K | ﹤0.01% | 539 |
|
2024
Q3 | $32.5K | Buy |
388
+18
| +5% | +$1.51K | ﹤0.01% | 537 |
|
2024
Q2 | $27.9K | Hold |
370
| – | – | ﹤0.01% | 527 |
|
2024
Q1 | $27.4K | Hold |
370
| – | – | ﹤0.01% | 553 |
|
2023
Q4 | $22.2K | Sell |
370
-22
| -6% | -$1.32K | ﹤0.01% | 564 |
|
2023
Q3 | $21.7K | Buy |
392
+36
| +10% | +$1.99K | ﹤0.01% | 528 |
|
2023
Q2 | $19.5K | Buy |
356
+7
| +2% | +$383 | ﹤0.01% | 555 |
|
2023
Q1 | $19K | Buy |
349
+5
| +1% | +$272 | ﹤0.01% | 550 |
|
2022
Q4 | $23.3K | Buy |
344
+27
| +9% | +$1.83K | ﹤0.01% | 501 |
|
2022
Q3 | $24K | Sell |
317
-54
| -15% | -$4.09K | ﹤0.01% | 529 |
|
2022
Q2 | $34K | Sell |
371
-14
| -4% | -$1.28K | ﹤0.01% | 473 |
|
2022
Q1 | $39K | Buy |
385
+27
| +8% | +$2.74K | ﹤0.01% | 473 |
|
2021
Q4 | $39K | Buy |
358
+42
| +13% | +$4.58K | ﹤0.01% | 461 |
|
2021
Q3 | $38K | Buy |
316
+18
| +6% | +$2.17K | ﹤0.01% | 453 |
|
2021
Q2 | $42K | Hold |
298
| – | – | 0.01% | 290 |
|
2021
Q1 | $42K | Hold |
298
| – | – | 0.01% | 264 |
|
2020
Q4 | $42K | Buy |
298
+46
| +18% | +$6.48K | 0.01% | 260 |
|
2020
Q3 | $37K | Hold |
252
| – | – | 0.01% | 262 |
|
2020
Q2 | $34K | Hold |
252
| – | – | 0.01% | 257 |
|
2020
Q1 | $31K | Hold |
252
| – | – | 0.01% | 247 |
|
2019
Q4 | $35K | Hold |
252
| – | – | 0.01% | 264 |
|
2019
Q3 | $33K | Hold |
252
| – | – | 0.01% | 264 |
|
2019
Q2 | $31K | Hold |
252
| – | – | 0.01% | 268 |
|
2019
Q1 | $29K | Hold |
252
| – | – | 0.01% | 262 |
|
2018
Q4 | $26K | Hold |
252
| – | – | 0.01% | 267 |
|
2018
Q3 | $27K | Hold |
252
| – | – | 0.01% | 291 |
|
2018
Q2 | $27K | Sell |
252
-3
| -1% | -$321 | 0.01% | 285 |
|
2018
Q1 | $25K | Buy |
255
+3
| +1% | +$294 | 0.01% | 294 |
|
2017
Q4 | $24K | Hold |
252
| – | – | 0.01% | 310 |
|
2017
Q3 | $24K | Hold |
252
| – | – | 0.01% | 299 |
|
2017
Q2 | $22K | Hold |
252
| – | – | 0.01% | 289 |
|
2017
Q1 | $19K | Hold |
252
| – | – | 0.01% | 310 |
|
2016
Q4 | $19K | Hold |
252
| – | – | 0.01% | 310 |
|
2016
Q3 | $19K | Hold |
252
| – | – | 0.01% | 329 |
|
2016
Q2 | $19K | Sell |
252
-8
| -3% | -$603 | 0.01% | 328 |
|
2016
Q1 | $16K | Buy |
260
+8
| +3% | +$492 | ﹤0.01% | 344 |
|
2015
Q4 | $15K | Hold |
252
| – | – | ﹤0.01% | 355 |
|
2015
Q3 | $17K | Sell |
252
-37
| -13% | -$2.5K | 0.01% | 286 |
|
2015
Q2 | $18K | Sell |
289
-6
| -2% | -$374 | 0.01% | 295 |
|
2015
Q1 | $20K | Hold |
295
| – | – | 0.01% | 281 |
|
2014
Q4 | $18K | Hold |
295
| – | – | ﹤0.01% | 299 |
|
2014
Q3 | $17K | Sell |
295
-7
| -2% | -$403 | ﹤0.01% | 281 |
|
2014
Q2 | $17K | Buy |
+302
| New | +$17K | ﹤0.01% | 272 |
|