Marcum Wealth’s Fidelity National Information Services FIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$364K Sell
2024
Q4
$396K Sell
2024
Q3
$414K Buy
2024
Q2
$352K Buy
2024
Q1
$336K Sell
2023
Q4
$456K Sell
2023
Q3
$442K Sell
2023
Q2
$438K Sell
2023
Q1
$441K Buy
2022
Q4
$244K Sell
2022
Q3
$498K Sell
2022
Q2
$677K Sell
2022
Q1
$781K Buy
2021
Q4
$664K Sell
2021
Q3
$893K Buy
2021
Q2
$1.04M Sell
2021
Q1
$1.58M Buy
2020
Q4
$1.06M Sell
2020
Q3
$1.2M Sell
2020
Q2
$1.14M Sell
2020
Q1
$1.06M Sell
2019
Q4
$1.35M Buy