SVWAG
Sound View Wealth Advisors Group’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,097
| Closed | -$250K | – | 419 |
|
|
2024
Q4 | $250K | Sell |
3,097
-288
| -9% | -$23.3K | 0.02% | 370 |
|
|
2024
Q3 | $283K | Buy |
3,385
+703
| +26% | +$58.9K | 0.02% | 342 |
|
|
2024
Q2 | $202K | Sell |
2,682
-69
| -3% | -$5.2K | 0.02% | 352 |
|
|
2024
Q1 | $204K | Buy |
+2,751
| New | +$204K | 0.02% | 358 |
|
|
2023
Q2 | – | Sell |
-3,734
| Closed | -$203K | – | 368 |
|
|
2023
Q1 | $203K | Buy |
+3,734
| New | +$203K | 0.03% | 353 |
|
|
2022
Q4 | – | Sell |
-2,662
| Closed | -$201K | – | 389 |
|
|
2022
Q3 | $201K | Sell |
2,662
-100
| -4% | -$7.55K | 0.05% | 258 |
|
|
2022
Q2 | $253K | Sell |
2,762
-6
| -0.2% | -$550 | 0.05% | 241 |
|
|
2022
Q1 | $278K | Buy |
2,768
+40
| +1% | +$4.02K | 0.05% | 247 |
|
|
2021
Q4 | $298K | Sell |
2,728
-1,290
| -32% | -$141K | 0.06% | 243 |
|
|
2021
Q3 | $489K | Sell |
4,018
-324
| -7% | -$39.4K | 0.1% | 175 |
|
|
2021
Q2 | $615K | Sell |
4,342
-777
| -15% | -$110K | 0.13% | 150 |
|
|
2021
Q1 | $720K | Buy |
5,119
+1,330
| +35% | +$187K | 0.17% | 128 |
|
|
2020
Q4 | $536K | Buy |
3,789
+348
| +10% | +$49.2K | 0.13% | 143 |
|
|
2020
Q3 | $507K | Buy |
3,441
+182
| +6% | +$26.8K | 0.13% | 140 |
|
|
2020
Q2 | $437K | Buy |
3,259
+552
| +20% | +$74K | 0.12% | 145 |
|
|
2020
Q1 | $329K | Buy |
+2,707
| New | +$329K | 0.11% | 152 |
|