OneDigital Investment Advisors’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 | $2.7M | Buy |
33,137
+12,467
| +60% | +$1.01M | 0.03% | 355 |
|
|
2025
Q1 | $1.54M | Sell |
20,670
-175
| -0.8% | -$13.1K | 0.02% | 472 |
|
|
2024
Q4 | $1.68M | Buy |
20,845
+8,603
| +70% | +$695K | 0.02% | 461 |
|
|
2024
Q3 | $1.03M | Sell |
12,242
-982
| -7% | -$82.2K | 0.01% | 642 |
|
|
2024
Q2 | $997K | Buy |
13,224
+9,170
| +226% | +$691K | 0.01% | 625 |
|
|
2024
Q1 | $301K | Sell |
4,054
-5,275
| -57% | -$391K | ﹤0.01% | 911 |
|
|
2023
Q4 | $560K | Buy |
9,329
+5,533
| +146% | +$332K | 0.01% | 674 |
|
|
2023
Q3 | $210K | Buy |
+3,796
| New | +$210K | ﹤0.01% | 923 |
|