MWM
MBE 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 | $219K | Hold |
2,686
| – | – | 0.1% | 126 |
|
|
2025
Q1 | $201K | Sell |
2,686
-320
| -11% | -$23.9K | 0.1% | 117 |
|
|
2024
Q4 | $243K | Sell |
3,006
-14
| -0.5% | -$1.13K | 0.14% | 80 |
|
|
2024
Q3 | $253K | Buy |
3,020
+14
| +0.5% | +$1.17K | 0.14% | 79 |
|
|
2024
Q2 | $227K | Sell |
3,006
-502
| -14% | -$37.8K | 0.14% | 80 |
|
|
2024
Q1 | $260K | Buy |
+3,508
| New | +$260K | 0.16% | 70 |
|
|
2020
Q2 | – | Sell |
-1,335
| Closed | -$162K | – | 206 |
|
|
2020
Q1 | $162K | Buy |
+1,335
| New | +$162K | 0.15% | 47 |
|