PWP
Precedent 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 | $303K | Buy |
3,728
+29
| +0.8% | +$2.36K | 0.07% | 146 |
|
|
2025
Q1 | $276K | Sell |
3,699
-265
| -7% | -$19.8K | 0.08% | 140 |
|
|
2024
Q4 | $320K | Sell |
3,964
-313
| -7% | -$25.3K | 0.1% | 131 |
|
|
2024
Q3 | $358K | Buy |
4,277
+87
| +2% | +$7.29K | 0.12% | 121 |
|
|
2024
Q2 | $316K | Sell |
4,190
-1,456
| -26% | -$110K | 0.13% | 120 |
|
|
2024
Q1 | $419K | Hold |
5,646
| – | – | 0.18% | 102 |
|
|
2023
Q4 | $339K | Buy |
+5,646
| New | +$339K | 0.17% | 106 |
|