WANY
Wealthspire Advisors (New York)’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $442K | Buy |
5,426
+162
| +3% | +$13.2K | ﹤0.01% | 566 |
|
|
2025
Q1 | $393K | Sell |
5,264
-174
| -3% | -$13K | ﹤0.01% | 574 |
|
|
2024
Q4 | $439K | Buy |
5,438
+658
| +14% | +$53.1K | ﹤0.01% | 547 |
|
|
2024
Q3 | $400K | Buy |
4,780
+533
| +13% | +$44.6K | ﹤0.01% | 547 |
|
|
2024
Q2 | $320K | Sell |
4,247
-250
| -6% | -$18.8K | ﹤0.01% | 526 |
|
|
2024
Q1 | $334K | Sell |
4,497
-219
| -5% | -$16.2K | ﹤0.01% | 504 |
|
|
2023
Q4 | $283K | Buy |
4,716
+113
| +2% | +$6.79K | ﹤0.01% | 538 |
|
|
2023
Q3 | $254K | Buy |
4,603
+678
| +17% | +$37.5K | ﹤0.01% | 514 |
|
|
2023
Q2 | $215K | Sell |
3,925
-137
| -3% | -$7.49K | ﹤0.01% | 515 |
|
|
2023
Q1 | $221K | Sell |
4,062
-1,072
| -21% | -$58.2K | ﹤0.01% | 489 |
|
|
2022
Q4 | $348K | Buy |
5,134
+1,158
| +29% | +$78.6K | 0.01% | 430 |
|
|
2022
Q3 | $300K | Sell |
3,976
-867
| -18% | -$65.4K | 0.01% | 416 |
|
|
2022
Q2 | $444K | Buy |
4,843
+695
| +17% | +$63.7K | 0.01% | 335 |
|
|
2022
Q1 | $417K | Sell |
4,148
-1,722
| -29% | -$173K | 0.01% | 299 |
|
|
2021
Q4 | $641K | Sell |
5,870
-452
| -7% | -$49.4K | 0.01% | 278 |
|
|
2021
Q3 | $769K | Buy |
6,322
+1,439
| +29% | +$175K | 0.02% | 285 |
|
|
2021
Q2 | $692K | Sell |
4,883
-6,162
| -56% | -$873K | 0.02% | 196 |
|
|
2021
Q1 | $1.55M | Buy |
11,045
+1,719
| +18% | +$242K | 0.04% | 204 |
|
|
2020
Q4 | $1.32M | Buy |
9,326
+5,375
| +136% | +$760K | 0.04% | 175 |
|
|
2020
Q3 | $582K | Buy |
3,951
+139
| +4% | +$20.5K | 0.03% | 163 |
|
|
2020
Q2 | $511K | Sell |
3,812
-7,496
| -66% | -$1M | 0.04% | 151 |
|
|
2020
Q1 | $1.38M | Buy |
+11,308
| New | +$1.38M | 0.06% | 159 |
|
|
2019
Q1 | – | Sell |
-268
| Closed | -$27K | – | 308 |
|
|
2018
Q4 | $27K | Buy |
+268
| New | +$27K | ﹤0.01% | 279 |
|