PPWM
PFG Private Wealth Management’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,340
| Closed | -$175K | – | 122 |
|
|
2025
Q1 | $175K | Buy |
2,340
+28
| +1% | +$2.09K | 0.09% | 63 |
|
|
2024
Q4 | $187K | Sell |
2,312
-21
| -0.9% | -$1.7K | 0.11% | 50 |
|
|
2024
Q3 | $195K | Sell |
2,333
-53
| -2% | -$4.44K | 0.11% | 58 |
|
|
2024
Q2 | $180K | Sell |
2,386
-168
| -7% | -$12.7K | 0.11% | 58 |
|
|
2024
Q1 | $189K | Buy |
2,554
+36
| +1% | +$2.67K | 0.12% | 55 |
|
|
2023
Q4 | $151K | Buy |
+2,518
| New | +$151K | 0.1% | 58 |
|