Waverly 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 | $696K | Sell |
8,550
-3,442
| -29% | -$280K | 0.01% | 718 |
|
|
2025
Q1 | $896K | Buy |
11,992
+939
| +8% | +$70.1K | 0.01% | 631 |
|
|
2024
Q4 | $893K | Buy |
11,053
+3,189
| +41% | +$258K | 0.01% | 539 |
|
|
2024
Q3 | $659K | Sell |
7,864
-26
| -0.3% | -$2.18K | 0.01% | 528 |
|
|
2024
Q2 | $595K | Buy |
7,890
+286
| +4% | +$21.6K | 0.01% | 536 |
|
|
2024
Q1 | $564K | Sell |
7,604
-280
| -4% | -$20.8K | 0.01% | 461 |
|
|
2023
Q4 | $474K | Buy |
7,884
+2,994
| +61% | +$180K | 0.02% | 305 |
|
|
2023
Q3 | $270K | Sell |
4,890
-240
| -5% | -$13.3K | 0.01% | 337 |
|
|
2023
Q2 | $281K | Buy |
+5,130
| New | +$281K | 0.01% | 308 |
|
|
2018
Q1 | – | Sell |
-420
| Closed | -$40K | – | 254 |
|
|
2017
Q4 | $40K | Buy |
+420
| New | +$40K | 0.01% | 267 |
|
|
2015
Q4 | – | Sell |
-295
| Closed | -$20K | – | 224 |
|
|
2015
Q3 | $20K | Hold |
295
| – | – | 0.01% | 270 |
|
|
2015
Q2 | $18K | Buy |
+295
| New | +$18K | 0.01% | 223 |
|
|
2014
Q4 | – | Sell |
-115
| Closed | -$6K | – | 509 |
|
|
2014
Q3 | $6K | Hold |
115
| – | – | ﹤0.01% | 584 |
|
|
2014
Q2 | $6K | Buy |
115
+55
| +92% | +$2.87K | ﹤0.01% | 548 |
|
|
2014
Q1 | $3K | Sell |
60
-295
| -83% | -$14.8K | ﹤0.01% | 623 |
|
|
2013
Q4 | $19K | Buy |
355
+60
| +20% | +$3.21K | 0.01% | 465 |
|
|
2013
Q3 | $14K | Buy |
+295
| New | +$14K | 0.01% | 405 |
|