TD Private Client Wealth’s Fidelity National Information Services FIS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.16M | Buy |
26,509
+3,132
| +13% | +$255K | 0.05% | 225 |
|
2025
Q1 | $1.75M | Sell |
23,377
-1,294
| -5% | -$96.6K | 0.05% | 249 |
|
2024
Q4 | $1.99M | Sell |
24,671
-731
| -3% | -$59K | 0.06% | 232 |
|
2024
Q3 | $2.13M | Sell |
25,402
-1,830
| -7% | -$153K | 0.06% | 233 |
|
2024
Q2 | $2.05M | Buy |
27,232
+4,401
| +19% | +$332K | 0.06% | 225 |
|
2024
Q1 | $1.69M | Buy |
22,831
+6,708
| +42% | +$498K | 0.06% | 267 |
|
2023
Q4 | $969K | Sell |
16,123
-1,293
| -7% | -$77.7K | 0.04% | 334 |
|
2023
Q3 | $963K | Sell |
17,416
-98
| -0.6% | -$5.42K | 0.04% | 321 |
|
2023
Q2 | $958K | Sell |
17,514
-1,199
| -6% | -$65.6K | 0.04% | 338 |
|
2023
Q1 | $1.02M | Sell |
18,713
-6,931
| -27% | -$377K | 0.05% | 326 |
|
2022
Q4 | $1.74M | Sell |
25,644
-9,868
| -28% | -$670K | 0.08% | 238 |
|
2022
Q3 | $2.68M | Buy |
35,512
+215
| +0.6% | +$16.2K | 0.14% | 158 |
|
2022
Q2 | $3.24M | Buy |
35,297
+601
| +2% | +$55.1K | 0.16% | 143 |
|
2022
Q1 | $3.48M | Buy |
34,696
+788
| +2% | +$79.1K | 0.15% | 147 |
|
2021
Q4 | $3.7M | Buy |
33,908
+2,538
| +8% | +$277K | 0.15% | 152 |
|
2021
Q3 | $3.82M | Buy |
31,370
+16,899
| +117% | +$2.06M | 0.16% | 134 |
|
2021
Q2 | $2.05M | Buy |
14,471
+5,158
| +55% | +$731K | 0.09% | 232 |
|
2021
Q1 | $1.31M | Buy |
9,313
+5,184
| +126% | +$729K | 0.06% | 286 |
|
2020
Q4 | $584K | Sell |
4,129
-18,669
| -82% | -$2.64M | 0.03% | 355 |
|
2020
Q3 | $3.36M | Sell |
22,798
-9,724
| -30% | -$1.43M | 0.19% | 119 |
|
2020
Q2 | $4.36M | Buy |
32,522
+3,990
| +14% | +$535K | 0.25% | 81 |
|
2020
Q1 | $3.47M | Buy |
28,532
+1,550
| +6% | +$189K | 0.25% | 93 |
|
2019
Q4 | $3.75M | Buy |
+26,982
| New | +$3.75M | 0.22% | 113 |
|