MGWM
Marks Group 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
Q2 | $1.11M | Sell |
13,633
-163
| -1% | -$13.3K | 0.1% | 170 |
|
|
2025
Q1 | $1.03M | Buy |
13,796
+329
| +2% | +$24.6K | 0.1% | 180 |
|
|
2024
Q4 | $1.09M | Sell |
13,467
-182
| -1% | -$14.7K | 0.11% | 167 |
|
|
2024
Q3 | $1.14M | Sell |
13,649
-112
| -0.8% | -$9.38K | 0.11% | 168 |
|
|
2024
Q2 | $1.04M | Sell |
13,761
-2,265
| -14% | -$171K | 0.11% | 168 |
|
|
2024
Q1 | $1.19M | Sell |
16,026
-18,964
| -54% | -$1.41M | 0.12% | 156 |
|
|
2023
Q4 | $2.1M | Sell |
34,990
-5,011
| -13% | -$301K | 0.24% | 120 |
|
|
2023
Q3 | $2.21M | Sell |
40,001
-2,730
| -6% | -$151K | 0.27% | 108 |
|
|
2023
Q2 | $2.34M | Buy |
42,731
+15,678
| +58% | +$858K | 0.28% | 112 |
|
|
2023
Q1 | $1.47M | Buy |
+27,053
| New | +$1.47M | 0.19% | 134 |
|