Mount Yale Investment Advisors’s Fidelity National Information Services FIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $968K | Buy |
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|
2025
Q1 | $715K | Sell |
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|
2024
Q4 | $875K | Buy |
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|
2024
Q3 | $886K | Buy |
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|
2024
Q2 | $750K | Buy |
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|
2024
Q1 | $437K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $5.84M | Buy |
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|
2023
Q2 | $5.66M | Buy |
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|
2023
Q1 | $5.55M | Buy |
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|
2022
Q4 | $213K | Sell |
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|
2022
Q3 | $1.55M | Sell |
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|
2022
Q2 | $1.92M | Buy |
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|
2022
Q1 | $1.6M | Buy |
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|
2021
Q4 | $485K | Buy |
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|
2021
Q3 | $435K | Buy |
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|
2021
Q2 | $348K | Buy |
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|
2021
Q1 | $296K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $865K | Buy |
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|
2020
Q2 | $741K | Buy |
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|
2020
Q1 | $608K | Buy |
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|
2019
Q4 | $624K | Buy |
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|
2019
Q3 | $572K | Buy |
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|
2019
Q2 | $452K | Buy |
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|
2019
Q1 | $322K | Buy |
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|
2018
Q4 | $291K | Sell |
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|
2018
Q3 | $292K | Sell |
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|
2018
Q2 | $293K | Buy |
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|
2018
Q1 | $261K | Buy |
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