SHWM
Silicon Hills Wealth Management’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $263K | Hold |
4,800
| – | – | 0.15% | 74 |
|
|
2023
Q1 | $261K | Hold |
4,800
| – | – | 0.16% | 72 |
|
|
2022
Q4 | $326K | Sell |
4,800
-195
| -4% | -$13.2K | 0.24% | 70 |
|
|
2022
Q3 | $377K | Hold |
4,995
| – | – | 0.3% | 67 |
|
|
2022
Q2 | $458K | Hold |
4,995
| – | – | 0.34% | 59 |
|
|
2022
Q1 | $502K | Sell |
4,995
-457
| -8% | -$45.9K | 0.32% | 67 |
|
|
2021
Q4 | $595K | Hold |
5,452
| – | – | 0.37% | 66 |
|
|
2021
Q3 | $663K | Hold |
5,452
| – | – | 0.45% | 61 |
|
|
2021
Q2 | $772K | Buy |
5,452
+187
| +4% | +$26.5K | 0.6% | 49 |
|
|
2021
Q1 | $740K | Hold |
5,265
| – | – | 0.67% | 45 |
|
|
2020
Q4 | $745K | Hold |
5,265
| – | – | 0.67% | 40 |
|
|
2020
Q3 | $775K | Hold |
5,265
| – | – | 0.8% | 33 |
|
|
2020
Q2 | $706K | Hold |
5,265
| – | – | 0.85% | 32 |
|
|
2020
Q1 | $640K | Buy |
5,265
+5,260
| +105,200% | +$639K | 0.85% | 32 |
|
|
2019
Q4 | $732 | Buy |
+5
| New | +$732 | 0.56% | 42 |
|