Carson Wealth (CWM LLC)’s Informatica INFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Sell |
8,738
-68,121
| -89% | -$1.66M | ﹤0.01% | 2125 |
|
|
2025
Q1 | $1.34M | Buy |
76,859
+23,992
| +45% | +$419K | 0.01% | 1004 |
|
|
2024
Q4 | $1.37M | Buy |
52,867
+13,872
| +36% | +$360K | 0.01% | 935 |
|
|
2024
Q3 | $986K | Buy |
38,995
+7,585
| +24% | +$192K | ﹤0.01% | 1043 |
|
|
2024
Q2 | $970K | Buy |
31,410
+20,699
| +193% | +$639K | ﹤0.01% | 908 |
|
|
2024
Q1 | $375K | Buy |
10,711
+10,593
| +8,977% | +$371K | ﹤0.01% | 1234 |
|
|
2023
Q4 | $3K | Buy |
118
+104
| +743% | +$2.64K | ﹤0.01% | 3704 |
|
|
2023
Q3 | $0 | Buy |
+14
| New | – | ﹤0.01% | 4320 |
|
|
2022
Q4 | – | Sell |
-304
| Closed | -$6K | – | 4086 |
|
|
2022
Q3 | $6K | Hold |
304
| – | – | ﹤0.01% | 2974 |
|
|
2022
Q2 | $6K | Buy |
+304
| New | +$6K | ﹤0.01% | 2887 |
|