Marcum Wealth’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
Q1 | $364K | Sell |
4,877
-24
| -0.5% | -$1.79K | 0.03% | 249 |
|
|
2024
Q4 | $396K | Sell |
4,901
-47
| -0.9% | -$3.8K | 0.03% | 227 |
|
|
2024
Q3 | $414K | Buy |
4,948
+281
| +6% | +$23.5K | 0.04% | 228 |
|
|
2024
Q2 | $352K | Buy |
4,667
+131
| +3% | +$9.87K | 0.04% | 244 |
|
|
2024
Q1 | $336K | Sell |
4,536
-3,060
| -40% | -$227K | 0.03% | 250 |
|
|
2023
Q4 | $456K | Sell |
7,596
-396
| -5% | -$23.8K | 0.05% | 195 |
|
|
2023
Q3 | $442K | Sell |
7,992
-14
| -0.2% | -$774 | 0.05% | 193 |
|
|
2023
Q2 | $438K | Sell |
8,006
-111
| -1% | -$6.07K | 0.05% | 193 |
|
|
2023
Q1 | $441K | Buy |
8,117
+4,517
| +125% | +$245K | 0.06% | 194 |
|
|
2022
Q4 | $244K | Sell |
3,600
-2,985
| -45% | -$203K | 0.03% | 275 |
|
|
2022
Q3 | $498K | Sell |
6,585
-800
| -11% | -$60.5K | 0.08% | 155 |
|
|
2022
Q2 | $677K | Sell |
7,385
-394
| -5% | -$36.1K | 0.1% | 123 |
|
|
2022
Q1 | $781K | Buy |
7,779
+1,696
| +28% | +$170K | 0.11% | 123 |
|
|
2021
Q4 | $664K | Sell |
6,083
-1,260
| -17% | -$138K | 0.09% | 141 |
|
|
2021
Q3 | $893K | Buy |
7,343
+14
| +0.2% | +$1.7K | 0.14% | 102 |
|
|
2021
Q2 | $1.04M | Sell |
7,329
-3,880
| -35% | -$550K | 0.17% | 87 |
|
|
2021
Q1 | $1.58M | Buy |
11,209
+3,727
| +50% | +$524K | 0.26% | 47 |
|
|
2020
Q4 | $1.06M | Sell |
7,482
-678
| -8% | -$95.9K | 0.25% | 35 |
|
|
2020
Q3 | $1.2M | Sell |
8,160
-362
| -4% | -$53.3K | 0.37% | 36 |
|
|
2020
Q2 | $1.14M | Sell |
8,522
-190
| -2% | -$25.5K | 0.35% | 37 |
|
|
2020
Q1 | $1.06M | Sell |
8,712
-967
| -10% | -$118K | 0.41% | 24 |
|
|
2019
Q4 | $1.35M | Buy |
+9,679
| New | +$1.35M | 0.5% | 23 |
|