United Capital Financial Advisors’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 | $2.48M | Buy |
30,454
+1,752
| +6% | +$143K | 0.02% | 398 |
|
|
2025
Q1 | $2.14M | Buy |
28,702
+185
| +0.6% | +$13.8K | 0.02% | 412 |
|
|
2024
Q4 | $2.3M | Buy |
28,517
+28
| +0.1% | +$2.26K | 0.02% | 392 |
|
|
2024
Q3 | $2.39M | Buy |
28,489
+26
| +0.1% | +$2.18K | 0.02% | 379 |
|
|
2024
Q2 | $2.14M | Sell |
28,463
-1,112
| -4% | -$83.8K | 0.02% | 384 |
|
|
2024
Q1 | $2.19M | Buy |
29,575
+15,241
| +106% | +$1.13M | 0.02% | 410 |
|
|
2023
Q4 | $861K | Buy |
14,334
+6,634
| +86% | +$399K | 0.01% | 588 |
|
|
2023
Q3 | $426K | Sell |
7,700
-1,112
| -13% | -$61.5K | ﹤0.01% | 669 |
|
|
2023
Q2 | $482K | Sell |
8,812
-362,305
| -98% | -$19.8M | ﹤0.01% | 684 |
|
|
2023
Q1 | $20.2M | Buy |
371,117
+58,499
| +19% | +$3.18M | 0.11% | 165 |
|
|
2022
Q4 | $21.2M | Buy |
312,618
+5,672
| +2% | +$385K | 0.12% | 167 |
|
|
2022
Q3 | $23.2M | Buy |
306,946
+2,999
| +1% | +$227K | 0.14% | 143 |
|
|
2022
Q2 | $27.9M | Buy |
303,947
+6,984
| +2% | +$640K | 0.15% | 136 |
|
|
2022
Q1 | $29.8M | Buy |
296,963
+29,032
| +11% | +$2.92M | 0.14% | 144 |
|
|
2021
Q4 | $29.2M | Buy |
267,931
+53,232
| +25% | +$5.81M | 0.13% | 156 |
|
|
2021
Q3 | $26.1M | Buy |
214,699
+11,996
| +6% | +$1.46M | 0.13% | 158 |
|
|
2021
Q2 | $28.7M | Buy |
202,703
+8,178
| +4% | +$1.16M | 0.14% | 146 |
|
|
2021
Q1 | $27.4M | Buy |
194,525
+3,916
| +2% | +$551K | 0.15% | 149 |
|
|
2020
Q4 | $27M | Buy |
190,609
+2,728
| +1% | +$386K | 0.16% | 139 |
|
|
2020
Q3 | $27.7M | Sell |
187,881
-2,937
| -2% | -$432K | 0.18% | 125 |
|
|
2020
Q2 | $25.6M | Sell |
190,818
-23,832
| -11% | -$3.2M | 0.19% | 119 |
|
|
2020
Q1 | $26.1M | Buy |
214,650
+23,297
| +12% | +$2.83M | 0.22% | 101 |
|
|
2019
Q4 | $26.6M | Buy |
191,353
+184,093
| +2,536% | +$25.6M | 0.17% | 133 |
|
|
2019
Q3 | $964K | Sell |
7,260
-1,193
| -14% | -$158K | 0.01% | 760 |
|
|
2019
Q2 | $1.04M | Sell |
8,453
-1,045
| -11% | -$128K | 0.01% | 793 |
|
|
2019
Q1 | $1.07M | Buy |
9,498
+966
| +11% | +$109K | 0.01% | 756 |
|
|
2018
Q4 | $875K | Sell |
8,532
-896
| -10% | -$91.9K | 0.01% | 750 |
|
|
2018
Q3 | $1.03M | Buy |
9,428
+762
| +9% | +$83.1K | 0.01% | 774 |
|
|
2018
Q2 | $919K | Sell |
8,666
-620
| -7% | -$65.7K | 0.01% | 780 |
|
|
2018
Q1 | $894K | Sell |
9,286
-267
| -3% | -$25.7K | 0.01% | 798 |
|
|
2017
Q4 | $901K | Buy |
9,553
+222
| +2% | +$20.9K | 0.01% | 810 |
|
|
2017
Q3 | $871K | Buy |
9,331
+1,582
| +20% | +$148K | 0.01% | 812 |
|
|
2017
Q2 | $662K | Sell |
7,749
-5,857
| -43% | -$500K | 0.01% | 864 |
|
|
2017
Q1 | $1.08M | Buy |
13,606
+23
| +0.2% | +$1.83K | 0.01% | 721 |
|
|
2016
Q4 | $1.03M | Buy |
13,583
+1,082
| +9% | +$81.8K | 0.01% | 748 |
|
|
2016
Q3 | $963K | Sell |
12,501
-404
| -3% | -$31.1K | 0.01% | 782 |
|
|
2016
Q2 | $955K | Buy |
12,905
+6
| +0% | +$444 | 0.01% | 747 |
|
|
2016
Q1 | $817K | Buy |
12,899
+363
| +3% | +$23K | 0.01% | 752 |
|
|
2015
Q4 | $760K | Buy |
12,536
+863
| +7% | +$52.3K | 0.01% | 766 |
|
|
2015
Q3 | $783K | Buy |
11,673
+630
| +6% | +$42.3K | 0.01% | 757 |
|
|
2015
Q2 | $682K | Sell |
11,043
-1,061
| -9% | -$65.5K | 0.01% | 816 |
|
|
2015
Q1 | $756K | Buy |
12,104
+1,979
| +20% | +$124K | 0.01% | 790 |
|
|
2014
Q4 | $630K | Buy |
10,125
+4,415
| +77% | +$275K | 0.01% | 754 |
|
|
2014
Q3 | $321K | Buy |
+5,710
| New | +$321K | 0.01% | 916 |
|