West Oak Capital’s Fidelity National Information Services FIS Stock Holding History

West Oak Capital’s Portfolio FIS Stock Details FIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.5K	Sell	4,300 -10,300	-71%	-$8.39K	0.14%	96
2025 Q1	$10.9K	Hold	14,600	–	–	0.42%	61
2024 Q4	$11.8M	Hold	14,600	–	–	0.42%	60
2024 Q3	$12.2K	Hold	14,600	–	–	0.23%	59
2024 Q2	$1.1M	Hold	14,600	–	–	0.44%	59
2024 Q1	$1.08M	Hold	14,600	–	–	0.46%	58
2023 Q4	$902K	Hold	14,600	–	–	0.42%	62
2023 Q3	$807K	Hold	14,600	–	–	0.4%	62
2023 Q2	$799K	Hold	14,600	–	–	0.39%	67
2023 Q1	$793K	Hold	14,600	–	–	0.4%	68
2022 Q4	$991K	Hold	14,600	–	–	0.52%	60
2022 Q3	$1.1M	Hold	14,600	–	–	0.6%	60
2022 Q2	$1.34M	Hold	14,600	–	–	0.7%	54
2022 Q1	$1.47M	Hold	14,600	–	–	0.66%	57
2021 Q4	$1.59M	Hold	14,600	–	–	0.59%	56
2021 Q3	$1.78M	Hold	14,600	–	–	0.69%	53
2021 Q2	$2.07M	Hold	14,600	–	–	0.82%	50
2021 Q1	$2.05M	Hold	14,600	–	–	0.88%	45
2020 Q4	$2.07M	Hold	14,600	–	–	0.96%	38
2020 Q3	$2.15M	Hold	14,600	–	–	1.18%	28
2020 Q2	$1.96M	Hold	14,600	–	–	1.11%	36
2020 Q1	$1.78M	Hold	14,600	–	–	1.22%	29
2019 Q4	$2.03M	Hold	14,600	–	–	1.14%	34
2019 Q3	$1.94M	Hold	14,600	–	–	1.14%	36
2019 Q2	$1.79M	Hold	14,600	–	–	1.07%	39
2019 Q1	$1.65M	Hold	14,600	–	–	1.03%	40
2018 Q4	$1.5M	Hold	14,600	–	–	1.06%	37
2018 Q3	$1.59M	Hold	14,600	–	–	0.92%	44
2018 Q2	$1.55M	Hold	14,600	–	–	0.94%	40
2018 Q1	$1.41M	Hold	14,600	–	–	0.83%	46
2017 Q4	$1.37M	Hold	14,600	–	–	0.84%	52
2017 Q3	$1.36M	Hold	14,600	–	–	0.81%	53
2017 Q2	$1.25M	Hold	14,600	–	–	0.76%	51
2017 Q1	$1.16M	Hold	14,600	–	–	0.72%	55
2016 Q4	$1.1M	Hold	14,600	–	–	0.74%	53
2016 Q3	$1.12M	Hold	14,600	–	–	0.77%	52
2016 Q2	$1.08M	Hold	14,600	–	–	0.78%	54
2016 Q1	$924K	Hold	14,600	–	–	0.71%	56
2015 Q4	$885K	Hold	14,600	–	–	0.69%	54
2015 Q3	$979K	Hold	14,600	–	–	0.79%	51
2015 Q2	$902K	Hold	14,600	–	–	0.67%	60
2015 Q1	$994K	Hold	14,600	–	–	0.73%	57
2014 Q4	$908K	Hold	14,600	–	–	0.66%	59
2014 Q3	$822K	Hold	14,600	–	–	0.62%	61
2014 Q2	$799K	Hold	14,600	–	–	0.58%	63
2014 Q1	$780K	Hold	14,600	–	–	0.57%	62
2013 Q4	$784K	Hold	14,600	–	–	0.58%	61
2013 Q3	$678K	Hold	14,600	–	–	0.53%	64
2013 Q2	$625K	Buy	+14,600	New	+$625K	0.52%	61