Schechter Investment Advisors’s Fidelity National Information Services FIS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$633K Sell
8,478
-2,357
-22% -$176K 0.05% 316
2024
Q4
$875K Sell
10,835
-1,168
-10% -$94.3K 0.07% 262
2024
Q3
$1.01M Buy
12,003
+289
+2% +$24.2K 0.07% 253
2024
Q2
$883K Buy
11,714
+5,446
+87% +$410K 0.07% 267
2024
Q1
$465K Buy
+6,268
New +$465K 0.03% 393
2023
Q1
Sell
-3,719
Closed -$252K 716
2022
Q4
$252K Buy
3,719
+1,067
+40% +$72.4K 0.02% 687
2022
Q3
$201K Sell
2,652
-10,121
-79% -$767K 0.02% 840
2022
Q2
$1.17M Buy
12,773
+2,542
+25% +$233K 0.11% 229
2022
Q1
$1.03M Buy
10,231
+6,641
+185% +$667K 0.1% 293
2021
Q4
$392K Buy
+3,590
New +$392K 0.04% 587