LWAM
Legacy Wealth Asset 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 | $537K | Sell |
6,594
-160
| -2% | -$13K | 0.14% | 235 |
|
|
2025
Q1 | $504K | Sell |
6,754
-201
| -3% | -$15K | 0.14% | 242 |
|
|
2024
Q4 | $562K | Sell |
6,955
-321
| -4% | -$25.9K | 0.15% | 219 |
|
|
2024
Q3 | $609K | Sell |
7,276
-1,693
| -19% | -$142K | 0.16% | 206 |
|
|
2024
Q2 | $676K | Sell |
8,969
-5,191
| -37% | -$391K | 0.19% | 156 |
|
|
2024
Q1 | $1.05M | Buy |
14,160
+251
| +2% | +$18.6K | 0.29% | 92 |
|
|
2023
Q4 | $836K | Buy |
13,909
+3,480
| +33% | +$209K | 0.27% | 107 |
|
|
2023
Q3 | $576K | Buy |
10,429
+5,000
| +92% | +$276K | 0.21% | 162 |
|
|
2023
Q2 | $297K | Buy |
5,429
+286
| +6% | +$15.6K | 0.1% | 286 |
|
|
2023
Q1 | $279K | Buy |
5,143
+356
| +7% | +$19.3K | 0.1% | 295 |
|
|
2022
Q4 | $325K | Buy |
4,787
+285
| +6% | +$19.3K | 0.12% | 280 |
|
|
2022
Q3 | $340K | Buy |
+4,502
| New | +$340K | 0.15% | 245 |
|