MWM
Modern 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 | $579K | Buy |
7,112
+53
| +0.8% | +$4.32K | 0.01% | 445 |
|
|
2025
Q1 | $527K | Sell |
7,059
-1,373
| -16% | -$103K | 0.02% | 408 |
|
|
2024
Q4 | $681K | Sell |
8,432
-109
| -1% | -$8.8K | 0.03% | 310 |
|
|
2024
Q3 | $715K | Buy |
8,541
+299
| +4% | +$25K | 0.04% | 200 |
|
|
2024
Q2 | $621K | Sell |
8,242
-102
| -1% | -$7.69K | 0.05% | 192 |
|
|
2024
Q1 | $619K | Buy |
+8,344
| New | +$619K | 0.06% | 151 |
|