TPWM
Twelve Points Wealth Management’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Sell |
3,017
-15
| -0.5% | -$1.22K | 0.07% | 166 |
|
|
2025
Q1 | $226K | Sell |
3,032
-59
| -2% | -$4.41K | 0.06% | 157 |
|
|
2024
Q4 | $250K | Sell |
3,091
-1,019
| -25% | -$82.3K | 0.07% | 157 |
|
|
2024
Q3 | $344K | Sell |
4,110
-7
| -0.2% | -$586 | 0.11% | 145 |
|
|
2024
Q2 | $310K | Hold |
4,117
| – | – | 0.11% | 148 |
|
|
2024
Q1 | $305K | Sell |
4,117
-84
| -2% | -$6.23K | 0.11% | 144 |
|
|
2023
Q4 | $252K | Sell |
4,201
-253
| -6% | -$15.2K | 0.12% | 146 |
|
|
2023
Q3 | $246K | Sell |
4,454
-45
| -1% | -$2.49K | 0.12% | 150 |
|
|
2023
Q2 | $246K | Sell |
4,499
-44
| -1% | -$2.41K | 0.13% | 147 |
|
|
2023
Q1 | $247K | Sell |
4,543
-37
| -0.8% | -$2.01K | 0.14% | 147 |
|
|
2022
Q4 | $311K | Sell |
4,580
-169
| -4% | -$11.5K | 0.21% | 133 |
|
|
2022
Q3 | $359K | Sell |
4,749
-147
| -3% | -$11.1K | 0.28% | 119 |
|
|
2022
Q2 | $449K | Sell |
4,896
-40
| -0.8% | -$3.67K | 0.35% | 99 |
|
|
2022
Q1 | $496K | Sell |
4,936
-925
| -16% | -$93K | 0.37% | 98 |
|
|
2021
Q4 | $640K | Buy |
+5,861
| New | +$640K | 0.52% | 67 |
|