SPWG
Sage Private Wealth Group’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Buy |
4,561
+776
| +21% | +$63.2K | 0.24% | 62 |
|
|
2025
Q1 | $283K | Sell |
3,785
-135
| -3% | -$10.1K | 0.21% | 73 |
|
|
2024
Q4 | $317K | Buy |
3,920
+404
| +11% | +$32.6K | 0.24% | 62 |
|
|
2024
Q3 | $295K | Buy |
+3,516
| New | +$295K | 0.23% | 72 |
|
|
2022
Q4 | – | Sell |
-91
| Closed | -$7K | – | 88 |
|
|
2022
Q3 | $7K | Hold |
91
| – | – | 0.01% | 158 |
|
|
2022
Q2 | $8K | Hold |
91
| – | – | 0.01% | 146 |
|
|
2022
Q1 | $9K | Hold |
91
| – | – | 0.01% | 148 |
|
|
2021
Q4 | $9K | Hold |
91
| – | – | 0.01% | 143 |
|
|
2021
Q3 | $11K | Hold |
91
| – | – | 0.02% | 142 |
|
|
2021
Q2 | $13K | Hold |
91
| – | – | 0.02% | 132 |
|
|
2021
Q1 | $13K | Hold |
91
| – | – | 0.02% | 134 |
|
|
2020
Q4 | $13K | Buy |
+91
| New | +$13K | 0.04% | 120 |
|