RWB
RMR Wealth Builders’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Buy |
22,540
+1,400
| +7% | +$114K | 0.17% | 80 |
|
|
2025
Q1 | $1.58M | Buy |
21,140
+4,796
| +29% | +$358K | 0.17% | 82 |
|
|
2024
Q4 | $1.32M | Buy |
16,344
+2,313
| +16% | +$187K | 0.14% | 87 |
|
|
2024
Q3 | $1.18M | Sell |
14,031
-842
| -6% | -$70.5K | 0.12% | 91 |
|
|
2024
Q2 | $1.12M | Buy |
14,873
+1,450
| +11% | +$109K | 0.13% | 91 |
|
|
2024
Q1 | $996K | Buy |
13,423
+2,408
| +22% | +$179K | 0.12% | 98 |
|
|
2023
Q4 | $662K | Buy |
11,015
+2,781
| +34% | +$167K | 0.09% | 117 |
|
|
2023
Q3 | $455K | Buy |
+8,234
| New | +$455K | 0.07% | 147 |
|
|
2021
Q4 | – | Sell |
-1,651
| Closed | -$201K | – | 152 |
|
|
2021
Q3 | $201K | Hold |
1,651
| – | – | 0.06% | 183 |
|
|
2021
Q2 | $234K | Sell |
1,651
-26
| -2% | -$3.69K | 0.08% | 156 |
|
|
2021
Q1 | $236K | Hold |
1,677
| – | – | 0.06% | 167 |
|
|
2020
Q4 | $237K | Buy |
1,677
+117
| +8% | +$16.5K | 0.12% | 140 |
|
|
2020
Q3 | $230K | Buy |
1,560
+183
| +13% | +$27K | 0.06% | 184 |
|
|
2020
Q2 | $185K | Buy |
+1,377
| New | +$185K | 0.16% | 118 |
|
|
2019
Q4 | $215K | Buy |
+1,545
| New | +$215K | 0.21% | 106 |
|