Carson Wealth (CWM LLC)’s Infosys INFY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.6M Buy
301,993
+16,542
+6% +$307K 0.02% 552
2025
Q1
$5.21M Sell
285,451
-10,999
-4% -$201K 0.02% 521
2024
Q4
$6.5M Sell
296,450
-25,758
-8% -$565K 0.03% 419
2024
Q3
$7.18M Sell
322,208
-17,686
-5% -$394K 0.03% 367
2024
Q2
$6.33M Sell
339,894
-9,790
-3% -$182K 0.03% 373
2024
Q1
$6.27M Sell
349,684
-39,700
-10% -$712K 0.03% 378
2023
Q4
$7.16M Sell
389,384
-2,085
-0.5% -$38.3K 0.04% 337
2023
Q3
$6.7M Sell
391,469
-16,285
-4% -$279K 0.04% 310
2023
Q2
$6.55M Sell
407,754
-16,552
-4% -$266K 0.04% 293
2023
Q1
$7.4M Sell
424,306
-7,466
-2% -$130K 0.05% 263
2022
Q4
$7.78M Sell
431,772
-1,880
-0.4% -$33.9K 0.06% 231
2022
Q3
$7.36M Buy
433,652
+13,502
+3% +$229K 0.06% 228
2022
Q2
$7.78M Buy
420,150
+12,409
+3% +$230K 0.06% 233
2022
Q1
$10.1M Sell
407,741
-17,731
-4% -$441K 0.07% 203
2021
Q4
$10.8M Buy
+425,472
New +$10.8M 0.08% 204
2021
Q2
$10.4M Hold
489,905
0.08% 196
2021
Q1
$10.4M Hold
489,905
0.08% 196
2020
Q4
$10.4M Hold
489,905
0.08% 196
2020
Q3
$10.4M Hold
489,905
0.08% 196
2020
Q2
$10.4M Hold
489,905
0.08% 196
2020
Q1
$10.4M Hold
489,905
0.08% 196
2019
Q4
$10.4M Hold
489,905
0.08% 196
2019
Q3
$10.4M Hold
489,905
0.08% 196
2019
Q2
$10.4M Hold
489,905
0.08% 196
2019
Q1
$10.4M Buy
489,905
+369,255
+306% +$7.82M 0.08% 196
2018
Q4
$1.15M Buy
120,650
+120,450
+60,225% +$1.15M 0.03% 363
2018
Q3
$2K Hold
200
﹤0.01% 1525
2018
Q2
$2K Sell
200
-148
-43% -$1.48K ﹤0.01% 1380
2018
Q1
$3K Buy
348
+148
+74% +$1.28K ﹤0.01% 1102
2017
Q4
$2K Hold
200
﹤0.01% 1275
2017
Q3
$1K Hold
200
﹤0.01% 1375
2017
Q2
$2K Hold
200
﹤0.01% 1011
2017
Q1
$2K Buy
+200
New +$2K ﹤0.01% 988