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 |
|