OWP
ORG Wealth Partners’s Fidelity National Information Services FIS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $119K | Sell |
1,450
-1,582
| -52% | -$130K | 0.03% | 220 |
|
2025
Q1 | $226K | Buy |
3,032
+1,772
| +141% | +$132K | 0.07% | 177 |
|
2024
Q4 | $102K | Sell |
1,260
-1,092
| -46% | -$88.2K | 0.03% | 171 |
|
2024
Q3 | $197K | Buy |
+2,352
| New | +$197K | 0.07% | 125 |
|