Perigon Wealth Management’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 | $220K | Buy |
2,697
+4
| +0.1% | +$326 | 0.01% | 969 |
|
|
2025
Q1 | $201K | Sell |
2,693
-127
| -5% | -$9.49K | 0.01% | 971 |
|
|
2024
Q4 | $222K | Sell |
2,820
-996
| -26% | -$78.4K | 0.01% | 926 |
|
|
2024
Q3 | $320K | Buy |
3,816
+100
| +3% | +$8.38K | 0.01% | 762 |
|
|
2024
Q2 | $280K | Buy |
3,716
+154
| +4% | +$11.6K | 0.01% | 715 |
|
|
2024
Q1 | $264K | Sell |
3,562
-398
| -10% | -$29.5K | 0.01% | 717 |
|
|
2023
Q4 | $238K | Sell |
3,960
-229
| -5% | -$13.8K | 0.01% | 737 |
|
|
2023
Q3 | $232K | Buy |
+4,189
| New | +$232K | 0.01% | 684 |
|
|
2023
Q2 | – | Sell |
-3,878
| Closed | -$211K | – | 792 |
|
|
2023
Q1 | $211K | Sell |
3,878
-7
| -0.2% | -$380 | 0.01% | 658 |
|
|
2022
Q4 | $264K | Buy |
+3,885
| New | +$264K | 0.02% | 572 |
|
|
2021
Q1 | – | Sell |
-704
| Closed | -$100K | – | 671 |
|
|
2020
Q4 | $100K | Buy |
+704
| New | +$100K | 0.01% | 536 |
|