SteelPeak 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
2025
Q2
$616K Buy
7,566
+98
+1% +$7.98K 0.02% 326
2025
Q1
$558K Buy
7,468
+68
+0.9% +$5.08K 0.02% 318
2024
Q4
$598K Hold
7,400
0.02% 304
2024
Q3
$620K Sell
7,400
-1
-0% -$84 0.03% 270
2024
Q2
$558K Buy
7,401
+36
+0.5% +$2.71K 0.03% 281
2024
Q1
$546K Hold
7,365
0.03% 274
2023
Q4
$442K Hold
7,365
0.03% 279
2023
Q3
$407K Sell
7,365
-500
-6% -$27.6K 0.03% 269
2023
Q2
$430K Hold
7,865
0.03% 255
2023
Q1
$427K Sell
7,865
-33
-0.4% -$1.79K 0.03% 254
2022
Q4
$536K Hold
7,898
0.04% 233
2022
Q3
$597K Buy
7,898
+33
+0.4% +$2.49K 0.04% 218
2022
Q2
$721K Sell
7,865
-70
-0.9% -$6.42K 0.05% 204
2022
Q1
$797K Buy
7,935
+500
+7% +$50.2K 0.05% 202
2021
Q4
$812K Sell
7,435
-55
-0.7% -$6.01K 0.05% 189
2021
Q3
$911K Sell
7,490
-279
-4% -$33.9K 0.06% 167
2021
Q2
$1.1M Hold
7,769
0.08% 167
2021
Q1
$1.09M Sell
7,769
-67
-0.9% -$9.42K 0.09% 144
2020
Q4
$1.11M Buy
+7,836
New +$1.11M 0.1% 147
2020
Q1
Sell
-1,847
Closed -$257K 244
2019
Q4
$257K Buy
+1,847
New +$257K 0.04% 213