Shakespeare Wealth Management’s Fidelity National Information Services FIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $203K | Buy |
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|
2025
Q2 | $251K | Sell |
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|
2025
Q1 | $266K | Sell |
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|
2024
Q4 | $291K | Buy |
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|
2024
Q3 | $250K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $210K | Hold |
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|
2021
Q1 | $221K | Sell |
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|
2020
Q4 | $269K | Buy |
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|
2020
Q3 | $280K | Hold |
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|
2020
Q2 | $255K | Buy |
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|
2020
Q1 | $232K | Hold |
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|
2019
Q4 | $265K | Hold |
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|
2019
Q3 | $253K | Buy |
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|
2019
Q2 | $233K | Buy |
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