Modera Wealth Management’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 | $232K | Sell |
2,848
-109
| -4% | -$8.87K | ﹤0.01% | 593 |
|
|
2025
Q1 | $221K | Sell |
2,957
-33
| -1% | -$2.46K | ﹤0.01% | 580 |
|
|
2024
Q4 | $242K | Buy |
2,990
+137
| +5% | +$11.1K | ﹤0.01% | 556 |
|
|
2024
Q3 | $239K | Buy |
2,853
+40
| +1% | +$3.35K | ﹤0.01% | 542 |
|
|
2024
Q2 | $212K | Sell |
2,813
-195
| -6% | -$14.7K | ﹤0.01% | 536 |
|
|
2024
Q1 | $223K | Buy |
+3,008
| New | +$223K | ﹤0.01% | 528 |
|
|
2022
Q1 | – | Sell |
-3,807
| Closed | -$415K | – | 441 |
|
|
2021
Q4 | $415K | Buy |
+3,807
| New | +$415K | 0.02% | 320 |
|