PWA
Phoenix Wealth Advisors’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Sell |
29,204
-1,657
| -5% | -$135K | 1% | 33 |
|
|
2025
Q1 | $2.3M | Buy |
30,861
+135
| +0.4% | +$10.1K | 1% | 34 |
|
|
2024
Q4 | $2.48M | Sell |
30,726
-1,060
| -3% | -$85.6K | 1.08% | 31 |
|
|
2024
Q3 | $2.66M | Buy |
+31,786
| New | +$2.66M | 1.24% | 28 |
|
|
2021
Q4 | – | Sell |
-267
| Closed | -$32K | – | 203 |
|
|
2021
Q3 | $32K | Hold |
267
| – | – | 0.02% | 227 |
|
|
2021
Q2 | $39K | Hold |
267
| – | – | 0.03% | 204 |
|
|
2021
Q1 | $38K | Hold |
267
| – | – | 0.03% | 204 |
|
|
2020
Q4 | $38K | Buy |
+267
| New | +$38K | 0.03% | 207 |
|