Winch Advisory Services’s Fidelity National Information Services FIS Stock Holding History

Winch Advisory Services’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	$119K	Sell	1,461 -39	-3%	-$3.18K	0.03%	114
2025 Q1	$112K	Hold	1,500	–	–	0.03%	113
2024 Q4	$121K	Hold	1,500	–	–	0.03%	110
2024 Q3	$126K	Hold	1,500	–	–	0.03%	106
2024 Q2	$113K	Hold	1,500	–	–	0.03%	106
2024 Q1	$111K	Hold	1,500	–	–	0.03%	107
2023 Q4	$90.1K	Hold	1,500	–	–	0.03%	110
2023 Q3	$83K	Hold	1,500	–	–	0.03%	107
2023 Q2	$82K	Hold	1,500	–	–	0.03%	106
2023 Q1	$81K	Hold	1,500	–	–	0.03%	107
2022 Q4	$102K	Hold	1,500	–	–	0.04%	97
2022 Q3	$113K	Hold	1,500	–	–	0.05%	88
2022 Q2	$138K	Hold	1,500	–	–	0.06%	80
2022 Q1	$151K	Hold	1,500	–	–	0.05%	81
2021 Q4	$164K	Hold	1,500	–	–	0.05%	79
2021 Q3	$183K	Hold	1,500	–	–	0.06%	74
2021 Q2	$213K	Hold	1,500	–	–	0.08%	69
2021 Q1	$211K	Hold	1,500	–	–	0.08%	64
2020 Q4	$212K	Hold	1,500	–	–	0.09%	59
2020 Q3	$221K	Hold	1,500	–	–	0.09%	56
2020 Q2	$201K	Hold	1,500	–	–	0.1%	55
2020 Q1	$182K	Hold	1,500	–	–	0.09%	54
2019 Q4	$209K	Hold	1,500	–	–	0.1%	66
2019 Q3	$199K	Hold	1,500	–	–	0.1%	63
2019 Q2	$184K	Hold	1,500	–	–	0.1%	65
2019 Q1	$170K	Hold	1,500	–	–	0.09%	75
2018 Q4	$154K	Hold	1,500	–	–	0.09%	70
2018 Q3	$164K	Hold	1,500	–	–	0.08%	75
2018 Q2	$159K	Hold	1,500	–	–	0.09%	78
2018 Q1	$144K	Hold	1,500	–	–	0.08%	82
2017 Q4	$141K	Hold	1,500	–	–	0.08%	66
2017 Q3	$140K	Hold	1,500	–	–	0.09%	63
2017 Q2	$128K	Hold	1,500	–	–	0.08%	85
2017 Q1	$119K	Sell	1,500 -165	-10%	-$13.1K	0.08%	88
2016 Q4	$126K	Hold	1,665	–	–	0.09%	82
2016 Q3	$128K	Sell	1,665 -59	-3%	-$4.54K	0.1%	73
2016 Q2	$127K	Sell	1,724 -60	-3%	-$4.42K	0.15%	47
2016 Q1	$113K	Sell	1,784 -72	-4%	-$4.56K	0.18%	32
2015 Q4	$112K	Sell	1,856 -70	-4%	-$4.22K	0.13%	36
2015 Q3	$129K	Sell	1,926 -80	-4%	-$5.36K	0.19%	41
2015 Q2	$124K	Sell	2,006 -73	-4%	-$4.51K	0.07%	98
2015 Q1	$141K	Buy	+2,079	New	+$141K	0.08%	66
2014 Q4	–	Sell	-2,226	Closed	-$125K	–	88
2014 Q3	$125K	Buy	+2,226	New	+$125K	0.08%	62
2014 Q2	–	Sell	-2,311	Closed	-$124K	–	271
2014 Q1	$124K	Buy	+2,311	New	+$124K	0.08%	90