SWM
Salvus 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 | $821K | Sell |
10,090
-152
| -1% | -$12.4K | 0.48% | 59 |
|
|
2025
Q1 | $765K | Buy |
10,242
+1,229
| +14% | +$91.8K | 0.48% | 58 |
|
|
2024
Q4 | $728K | Sell |
9,013
-1,206
| -12% | -$97.4K | 0.46% | 59 |
|
|
2024
Q3 | $856K | Buy |
10,219
+42
| +0.4% | +$3.52K | 0.53% | 55 |
|
|
2024
Q2 | $767K | Sell |
10,177
-49
| -0.5% | -$3.69K | 0.53% | 54 |
|
|
2024
Q1 | $759K | Sell |
10,226
-7
| -0.1% | -$519 | 0.52% | 53 |
|
|
2023
Q4 | $615K | Sell |
10,233
-87
| -0.8% | -$5.23K | 0.44% | 64 |
|
|
2023
Q3 | $570K | Buy |
10,320
+103
| +1% | +$5.69K | 0.45% | 66 |
|
|
2023
Q2 | $559K | Buy |
10,217
+243
| +2% | +$13.3K | 0.43% | 62 |
|
|
2023
Q1 | $542K | Buy |
9,974
+755
| +8% | +$41K | 0.44% | 63 |
|
|
2022
Q4 | $626K | Buy |
9,219
+3,036
| +49% | +$206K | 0.57% | 50 |
|
|
2022
Q3 | $467K | Buy |
6,183
+248
| +4% | +$18.7K | 0.44% | 61 |
|
|
2022
Q2 | $544K | Sell |
5,935
-8
| -0.1% | -$733 | 0.49% | 53 |
|
|
2022
Q1 | $597K | Buy |
+5,943
| New | +$597K | 0.46% | 59 |
|