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	-3,085	Closed	-$203K	–	106
2025 Q3	$203K	Buy	3,085 +2	+0.1%	+$146	0.05%	102
2025 Q2	$251K	Sell	3,083 -484	-14%	-$37.7K	0.07%	85
2025 Q1	$266K	Sell	3,567 -30	-0.8%	-$2.26K	0.07%	87
2024 Q4	$291K	Buy	3,597 +614	+21%	+$52.9K	0.08%	79
2024 Q3	$250K	Buy	+2,983	New	+$236K	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%	-$45.9K	0.09%	68
2020 Q4	$269K	Buy	1,905 +1	+0.1%	+$143	0.12%	63
2020 Q3	$280K	Hold	1,904	–	–	0.15%	53
2020 Q2	$255K	Buy	1,904 +1	+0.1%	+$131	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	+$223K	0.15%	65