Optimum 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 | $44.8K | Sell |
550
-100
| -15% | -$8.14K | 0.02% | 360 |
|
|
2025
Q1 | $48.5K | Sell |
650
-250
| -28% | -$18.7K | 0.02% | 336 |
|
|
2024
Q4 | $72.7K | Hold |
900
| – | – | 0.03% | 299 |
|
|
2024
Q3 | $75.4K | Sell |
900
-100
| -10% | -$8.38K | 0.03% | 308 |
|
|
2024
Q2 | $75.4K | Sell |
1,000
-100
| -9% | -$7.54K | 0.03% | 305 |
|
|
2024
Q1 | $81.6K | Buy |
1,100
+800
| +267% | +$59.3K | 0.04% | 296 |
|
|
2023
Q4 | $18K | Sell |
300
-200
| -40% | -$12K | 0.01% | 457 |
|
|
2023
Q3 | $27.6K | Sell |
500
-78
| -13% | -$4.31K | 0.01% | 431 |
|
|
2023
Q2 | $31.6K | Sell |
578
-185
| -24% | -$10.1K | 0.02% | 422 |
|
|
2023
Q1 | $41.5K | Sell |
763
-19
| -2% | -$1.03K | 0.02% | 394 |
|
|
2022
Q4 | $53.1K | Sell |
782
-1,076
| -58% | -$73K | 0.03% | 367 |
|
|
2022
Q3 | $140K | Buy |
1,858
+19
| +1% | +$1.43K | 0.08% | 224 |
|
|
2022
Q2 | $169K | Hold |
1,839
| – | – | 0.08% | 202 |
|
|
2022
Q1 | $185K | Sell |
1,839
-278
| -13% | -$28K | 0.08% | 217 |
|
|
2021
Q4 | $231K | Sell |
2,117
-100
| -5% | -$10.9K | 0.09% | 197 |
|
|
2021
Q3 | $270K | Sell |
2,217
-4,501
| -67% | -$548K | 0.11% | 176 |
|
|
2021
Q2 | $952K | Sell |
6,718
-3,468
| -34% | -$491K | 0.3% | 74 |
|
|
2021
Q1 | $1.43M | Sell |
10,186
-400
| -4% | -$56.2K | 0.42% | 52 |
|
|
2020
Q4 | $1.5M | Hold |
10,586
| – | – | 0.45% | 49 |
|
|
2020
Q3 | $1.56M | Hold |
10,586
| – | – | 0.52% | 44 |
|
|
2020
Q2 | $1.42M | Buy |
10,586
+2,031
| +24% | +$272K | 0.49% | 45 |
|
|
2020
Q1 | $1.04M | Sell |
8,555
-1,321
| -13% | -$161K | 0.43% | 56 |
|
|
2019
Q4 | $1.37M | Sell |
9,876
-333
| -3% | -$46.3K | 0.41% | 58 |
|
|
2019
Q3 | $1.36M | Buy |
+10,209
| New | +$1.36M | 0.43% | 53 |
|