Shakespeare Wealth Management’s Fidelity National Information Services FIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Sell |
3,083
-484
| -14% | -$39.4K | 0.07% | 85 |
|
|
2025
Q1 | $266K | Sell |
3,567
-30
| -0.8% | -$2.24K | 0.07% | 87 |
|
|
2024
Q4 | $291K | Buy |
3,597
+614
| +21% | +$49.6K | 0.08% | 79 |
|
|
2024
Q3 | $250K | Buy |
+2,983
| New | +$250K | 0.07% | 86 |
|
|
2021
Q3 | – | Sell |
-1,569
| Closed | -$210K | – | 78 |
|
|
2021
Q2 | $210K | Hold |
1,569
| – | – | 0.08% | 71 |
|
|
2021
Q1 | $221K | Sell |
1,569
-336
| -18% | -$47.3K | 0.09% | 68 |
|
|
2020
Q4 | $269K | Buy |
1,905
+1
| +0.1% | +$141 | 0.12% | 63 |
|
|
2020
Q3 | $280K | Hold |
1,904
| – | – | 0.15% | 53 |
|
|
2020
Q2 | $255K | Buy |
1,904
+1
| +0.1% | +$134 | 0.15% | 53 |
|
|
2020
Q1 | $232K | Hold |
1,903
| – | – | 0.16% | 51 |
|
|
2019
Q4 | $265K | Hold |
1,903
| – | – | 0.14% | 64 |
|
|
2019
Q3 | $253K | Buy |
1,903
+1
| +0.1% | +$133 | 0.15% | 64 |
|
|
2019
Q2 | $233K | Buy |
+1,902
| New | +$233K | 0.15% | 65 |
|