Kerntke Otto McGlone Wealth Management Group’s Fidelity National Information Services FIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Buy |
3,421
+227
| +7% | +$18.5K | 0.22% | 68 |
|
|
2025
Q1 | $239K | Sell |
3,194
-104
| -3% | -$7.77K | 0.21% | 72 |
|
|
2024
Q4 | $266K | Buy |
3,298
+1
| +0% | +$81 | 0.2% | 65 |
|
|
2024
Q3 | $276K | Sell |
3,297
-2
| -0.1% | -$168 | 0.23% | 62 |
|
|
2024
Q2 | $249K | Buy |
3,299
+2
| +0.1% | +$151 | 0.23% | 66 |
|
|
2024
Q1 | $245K | Buy |
+3,297
| New | +$245K | 0.24% | 60 |
|
|
2023
Q1 | – | Sell |
-3,430
| Closed | -$233K | – | 78 |
|
|
2022
Q4 | $233K | Buy |
3,430
+102
| +3% | +$6.93K | 0.27% | 53 |
|
|
2022
Q3 | $251K | Buy |
3,328
+2
| +0.1% | +$151 | 0.38% | 43 |
|
|
2022
Q2 | $305K | Buy |
+3,326
| New | +$305K | 0.46% | 41 |
|
|
2022
Q1 | – | Sell |
-3,173
| Closed | -$346K | – | 44 |
|
|
2021
Q4 | $346K | Buy |
+3,173
| New | +$346K | 0.42% | 44 |
|
|
2021
Q3 | – | Sell |
-10,649
| Closed | -$1.51M | – | 69 |
|
|
2021
Q2 | $1.51M | Buy |
10,649
+3
| +0% | +$425 | 0.6% | 33 |
|
|
2021
Q1 | $1.5M | Hold |
10,646
| – | – | 0.79% | 31 |
|
|
2020
Q4 | $1.51M | Sell |
10,646
-2
| -0% | -$283 | 0.89% | 31 |
|
|
2020
Q3 | $1.57M | Buy |
10,648
+4
| +0% | +$589 | 1.15% | 25 |
|
|
2020
Q2 | $1.43M | Buy |
10,644
+6
| +0.1% | +$804 | 1.3% | 20 |
|
|
2020
Q1 | $1.29M | Buy |
10,638
+3
| +0% | +$365 | 1.45% | 19 |
|
|
2019
Q4 | $1.48M | Buy |
+10,635
| New | +$1.48M | 1.25% | 19 |
|