MSWM
McGlone Suttner 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 | $284K | Buy |
3,494
+1
| +0% | +$81 | 0.04% | 156 |
|
|
2025
Q1 | $261K | Hold |
3,493
| – | – | 0.04% | 160 |
|
|
2024
Q4 | $282K | Sell |
3,493
-159
| -4% | -$12.8K | 0.05% | 143 |
|
|
2024
Q3 | $306K | Buy |
3,652
+9
| +0.2% | +$754 | 0.06% | 130 |
|
|
2024
Q2 | $219K | Sell |
3,643
-3
| -0.1% | -$180 | 0.05% | 150 |
|
|
2024
Q1 | $270K | Buy |
3,646
+3
| +0.1% | +$223 | 0.05% | 141 |
|
|
2023
Q4 | $219K | Buy |
3,643
+7
| +0.2% | +$420 | 0.04% | 150 |
|
|
2023
Q3 | $201K | Buy |
+3,636
| New | +$201K | 0.05% | 135 |
|
|
2023
Q1 | – | Sell |
-3,615
| Closed | -$245K | – | 143 |
|
|
2022
Q4 | $245K | Buy |
+3,615
| New | +$245K | 0.08% | 114 |
|