Carson Wealth (CWM LLC)’s Wipro WIT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$114K Sell
37,654
-2,093
-5% -$6.34K ﹤0.01% 2599
2025
Q1
$122K Sell
39,747
-1,029
-3% -$3.16K ﹤0.01% 2257
2024
Q4
$144K Sell
40,776
-920
-2% -$3.25K ﹤0.01% 2047
2024
Q3
$135K Buy
41,696
+454
+1% +$1.47K ﹤0.01% 2002
2024
Q2
$126K Buy
41,242
+4,356
+12% +$13.3K ﹤0.01% 1832
2024
Q1
$106K Buy
36,886
+2,314
+7% +$6.65K ﹤0.01% 1848
2023
Q4
$96K Buy
34,572
+3,902
+13% +$10.8K ﹤0.01% 1795
2023
Q3
$74K Buy
30,670
+5,974
+24% +$14.4K ﹤0.01% 1831
2023
Q2
$58K Buy
24,696
+5,666
+30% +$13.3K ﹤0.01% 1877
2023
Q1
$43K Buy
19,030
+2,940
+18% +$6.64K ﹤0.01% 1978
2022
Q4
$37K Sell
16,090
-218
-1% -$501 ﹤0.01% 1945
2022
Q3
$38K Buy
16,308
+2,440
+18% +$5.69K ﹤0.01% 1805
2022
Q2
$37K Sell
13,868
-1,296
-9% -$3.46K ﹤0.01% 1768
2022
Q1
$58K Buy
15,164
+7,988
+111% +$30.6K ﹤0.01% 1542
2021
Q4
$35K Buy
+7,176
New +$35K ﹤0.01% 1725
2021
Q2
$10K Hold
2,550
﹤0.01% 2119
2021
Q1
$10K Hold
2,550
﹤0.01% 2119
2020
Q4
$10K Hold
2,550
﹤0.01% 2119
2020
Q3
$10K Hold
2,550
﹤0.01% 2119
2020
Q2
$10K Hold
2,550
﹤0.01% 2119
2020
Q1
$10K Hold
2,550
﹤0.01% 2119
2019
Q4
$10K Hold
2,550
﹤0.01% 2119
2019
Q3
$10K Hold
2,550
﹤0.01% 2119
2019
Q2
$10K Hold
2,550
﹤0.01% 2119
2019
Q1
$10K Buy
+2,550
New +$10K ﹤0.01% 2119
2018
Q4
Sell
-6,563
Closed -$13K 2259
2018
Q3
$13K Buy
+6,563
New +$13K ﹤0.01% 1090