PWM
Power 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 | $725K | Hold |
8,908
| – | – | 0.28% | 56 |
|
|
2025
Q1 | $665K | Hold |
8,908
| – | – | 0.27% | 60 |
|
|
2024
Q4 | $719K | Sell |
8,908
-2,858
| -24% | -$231K | 0.3% | 59 |
|
|
2024
Q3 | $985K | Buy |
11,766
+8
| +0.1% | +$670 | 0.42% | 46 |
|
|
2024
Q2 | $886K | Hold |
11,758
| – | – | 0.42% | 46 |
|
|
2024
Q1 | $872K | Hold |
11,758
| – | – | 0.55% | 40 |
|
|
2023
Q4 | $706K | Buy |
+11,758
| New | +$706K | 0.49% | 40 |
|