Sonoma Private Wealth’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
2024 Q4	–	Sell	-6,205	Closed	-$520K	–	85
2024 Q3	$520K	Buy	6,205 +469	+8%	+$39.3K	0.81%	43
2024 Q2	$432K	Sell	5,736 -90	-2%	-$6.78K	0.7%	48
2024 Q1	$432K	Sell	5,826 -117	-2%	-$8.68K	0.7%	52
2023 Q4	$357K	Buy	+5,943	New	+$357K	0.59%	56