MBM Wealth Consultants’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
Q2 | $428K | Buy |
5,257
+301
| +6% | +$24.5K | 0.11% | 75 |
|
2025
Q1 | $370K | Buy |
4,956
+532
| +12% | +$39.7K | 0.11% | 85 |
|
2024
Q4 | $354K | Buy |
4,424
+250
| +6% | +$20K | 0.11% | 80 |
|
2024
Q3 | $350K | Sell |
4,174
-20
| -0.5% | -$1.68K | 0.11% | 76 |
|
2024
Q2 | $309K | Sell |
4,194
-30
| -0.7% | -$2.21K | 0.11% | 74 |
|
2024
Q1 | $313K | Sell |
4,224
-133
| -3% | -$9.87K | 0.11% | 77 |
|
2023
Q4 | $277K | Buy |
+4,357
| New | +$277K | 0.1% | 81 |
|
2023
Q2 | – | Sell |
-707
| Closed | -$17K | – | 169 |
|
2023
Q1 | $17K | Hold |
707
| – | – | 0.01% | 194 |
|
2022
Q4 | $48K | Buy |
707
+394
| +126% | +$26.8K | 0.02% | 164 |
|
2022
Q3 | $24K | Hold |
313
| – | – | 0.01% | 184 |
|
2022
Q2 | $29K | Hold |
313
| – | – | 0.01% | 180 |
|
2022
Q1 | $31K | Hold |
313
| – | – | 0.01% | 199 |
|
2021
Q4 | $34K | Hold |
313
| – | – | 0.01% | 189 |
|
2021
Q3 | $38K | Hold |
313
| – | – | 0.02% | 160 |
|
2021
Q2 | $44K | Hold |
313
| – | – | 0.02% | 148 |
|
2021
Q1 | $44K | Hold |
313
| – | – | 0.02% | 141 |
|
2020
Q4 | $44K | Hold |
313
| – | – | 0.02% | 138 |
|
2020
Q3 | $46K | Hold |
313
| – | – | 0.03% | 133 |
|
2020
Q2 | $42K | Hold |
313
| – | – | 0.03% | 127 |
|
2020
Q1 | $38K | Hold |
313
| – | – | 0.03% | 116 |
|
2019
Q4 | $44K | Hold |
313
| – | – | 0.03% | 126 |
|
2019
Q3 | $42K | Hold |
313
| – | – | 0.03% | 125 |
|
2019
Q2 | $38K | Hold |
313
| – | – | 0.03% | 129 |
|
2019
Q1 | $35K | Hold |
313
| – | – | 0.03% | 134 |
|
2018
Q4 | $32K | Buy |
+313
| New | +$32K | 0.03% | 144 |
|