MWM
Moran 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 | $4.7M | Sell |
57,776
-196,544
| -77% | -$16M | 0.15% | 190 |
|
|
2025
Q1 | $19M | Buy |
254,320
+15,341
| +6% | +$1.15M | 0.64% | 42 |
|
|
2024
Q4 | $19.3M | Buy |
238,979
+188,047
| +369% | +$15.2M | 0.62% | 44 |
|
|
2024
Q3 | $4.27M | Sell |
50,932
-8,889
| -15% | -$744K | 0.13% | 188 |
|
|
2024
Q2 | $4.51M | Buy |
59,821
+9,251
| +18% | +$697K | 0.15% | 179 |
|
|
2024
Q1 | $3.75M | Buy |
50,570
+22,276
| +79% | +$1.65M | 0.12% | 197 |
|
|
2023
Q4 | $1.7M | Buy |
28,294
+17,401
| +160% | +$1.05M | 0.06% | 260 |
|
|
2023
Q3 | $602K | Buy |
+10,893
| New | +$602K | 0.02% | 301 |
|