United Asset Strategies’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 | – | Sell |
-12,626
| Closed | -$943K | – | 242 |
|
|
2025
Q1 | $943K | Buy |
12,626
+97
| +0.8% | +$7.24K | 0.09% | 146 |
|
|
2024
Q4 | $1.01M | Sell |
12,529
-41
| -0.3% | -$3.31K | 0.09% | 134 |
|
|
2024
Q3 | $1.05M | Sell |
12,570
-522
| -4% | -$43.7K | 0.1% | 138 |
|
|
2024
Q2 | $987K | Sell |
13,092
-824
| -6% | -$62.1K | 0.1% | 139 |
|
|
2024
Q1 | $1.03M | Buy |
13,916
+850
| +7% | +$63.1K | 0.1% | 143 |
|
|
2023
Q4 | $785K | Buy |
13,066
+3,159
| +32% | +$190K | 0.09% | 159 |
|
|
2023
Q3 | $548K | Buy |
+9,907
| New | +$548K | 0.07% | 175 |
|