KWM
Kingsview 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
Q1 | – | Sell |
-2,936
| Closed | -$237K | – | 1119 |
|
|
2024
Q4 | $237K | Buy |
2,936
+88
| +3% | +$7.11K | ﹤0.01% | 991 |
|
|
2024
Q3 | $239K | Sell |
2,848
-30,865
| -92% | -$2.59M | 0.01% | 962 |
|
|
2024
Q2 | $2.54M | Sell |
33,713
-9,096
| -21% | -$685K | 0.06% | 290 |
|
|
2024
Q1 | $3.18M | Sell |
42,809
-720
| -2% | -$53.4K | 0.08% | 240 |
|
|
2023
Q4 | $2.61M | Sell |
43,529
-28,552
| -40% | -$1.72M | 0.08% | 228 |
|
|
2023
Q3 | $3.98M | Buy |
+72,081
| New | +$3.98M | 0.14% | 168 |
|
|
2023
Q1 | – | Sell |
-3,752
| Closed | -$255K | – | 906 |
|
|
2022
Q4 | $255K | Sell |
3,752
-2,187
| -37% | -$148K | 0.01% | 722 |
|
|
2022
Q3 | $449K | Buy |
+5,939
| New | +$449K | 0.02% | 525 |
|
|
2021
Q3 | – | Sell |
-3,247
| Closed | -$467K | – | 859 |
|
|
2021
Q2 | $467K | Sell |
3,247
-265
| -8% | -$38.1K | 0.02% | 575 |
|
|
2021
Q1 | $506K | Buy |
3,512
+337
| +11% | +$48.6K | 0.03% | 503 |
|
|
2020
Q4 | $449K | Buy |
3,175
+919
| +41% | +$130K | 0.03% | 467 |
|
|
2020
Q3 | $332K | Sell |
2,256
-207
| -8% | -$30.5K | 0.03% | 454 |
|
|
2020
Q2 | $330K | Buy |
2,463
+30
| +1% | +$4.02K | 0.03% | 420 |
|
|
2020
Q1 | $296K | Buy |
+2,433
| New | +$296K | 0.04% | 364 |
|