Creative Planning’s Infosys INFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.2M | Sell |
827,080
-454,511
| -35% | -$7.12M | 0.01% | 649 |
|
|
2025
Q4 | $22.8M | Buy |
1,281,591
+422,781
| +49% | +$7.32M | 0.02% | 342 |
|
|
2025
Q3 | $14M | Buy |
858,810
+156,758
| +22% | +$2.7M | 0.01% | 462 |
|
|
2025
Q2 | $13M | Buy |
702,052
+198,091
| +39% | +$3.54M | 0.01% | 449 |
|
|
2025
Q1 | $9.2M | Buy |
503,961
+37,613
| +8% | +$781K | 0.01% | 512 |
|
|
2024
Q4 | $10.2M | Buy |
466,348
+65,482
| +16% | +$1.47M | 0.01% | 436 |
|
|
2024
Q3 | $8.93M | Buy |
400,866
+83,648
| +26% | +$1.83M | 0.01% | 471 |
|
|
2024
Q2 | $5.91M | Buy |
317,218
+90,781
| +40% | +$1.58M | 0.01% | 562 |
|
|
2024
Q1 | $4.06M | Buy |
226,437
+53,913
| +31% | +$1.05M | ﹤0.01% | 681 |
|
|
2023
Q4 | $3.17M | Buy |
172,524
+40,147
| +30% | +$699K | 0.01% | 719 |
|
|
2023
Q3 | $2.26M | Buy |
132,377
+29,184
| +28% | +$498K | ﹤0.01% | 807 |
|
|
2023
Q2 | $1.66M | Buy |
103,193
+11,164
| +12% | +$175K | ﹤0.01% | 902 |
|
|
2023
Q1 | $1.6M | Sell |
92,029
-4,478
| -5% | -$81.5K | ﹤0.01% | 873 |
|
|
2022
Q4 | $1.74M | Buy |
96,507
+27,639
| +40% | +$514K | ﹤0.01% | 800 |
|
|
2022
Q3 | $1.17M | Buy |
68,868
+13,476
| +24% | +$252K | ﹤0.01% | 905 |
|
|
2022
Q2 | $1.02M | Buy |
55,392
+10,949
| +25% | +$218K | ﹤0.01% | 967 |
|
|
2022
Q1 | $1.11M | Buy |
44,443
+2,158
| +5% | +$51.2K | ﹤0.01% | 939 |
|
|
2021
Q4 | $1.07M | Sell |
42,285
-3,244
| -7% | -$75.4K | ﹤0.01% | 931 |
|
|
2021
Q3 | $1.01M | Sell |
45,529
-7,238
| -14% | -$164K | ﹤0.01% | 946 |
|
|
2021
Q2 | $1.12M | Sell |
52,767
-55,265
| -51% | -$1.06M | ﹤0.01% | 889 |
|
|
2021
Q1 | $2.02M | Sell |
108,032
-9,432
| -8% | -$171K | ﹤0.01% | 722 |
|
|
2020
Q4 | $1.99M | Buy |
117,464
+48,784
| +71% | +$747K | ﹤0.01% | 676 |
|
|
2020
Q3 | $948K | Buy |
68,680
+111
| +0.2% | +$1.39K | ﹤0.01% | 829 |
|
|
2020
Q2 | $662K | Buy |
68,569
+4,889
| +8% | +$43.6K | ﹤0.01% | 912 |
|
|
2020
Q1 | $523K | Sell |
63,680
-1,881
| -3% | -$18.9K | ﹤0.01% | 920 |
|
|
2019
Q4 | $677K | Buy |
65,561
+1,234
| +2% | +$12.4K | ﹤0.01% | 962 |
|
|
2019
Q3 | $731K | Sell |
64,327
-1,109
| -2% | -$12.5K | ﹤0.01% | 884 |
|
|
2019
Q2 | $700K | Buy |
65,436
+69
| +0.1% | +$731 | ﹤0.01% | 908 |
|
|
2019
Q1 | $714K | Sell |
65,367
-4,860
| -7% | -$51.4K | ﹤0.01% | 872 |
|
|
2018
Q4 | $669K | Sell |
70,227
-560
| -0.8% | -$5.35K | ﹤0.01% | 829 |
|
|
2018
Q3 | $720K | Sell |
70,787
-997
| -1% | -$10.1K | ﹤0.01% | 903 |
|
|
2018
Q2 | $697K | Buy |
71,784
+3,104
| +5% | +$27.8K | ﹤0.01% | 916 |
|
|
2018
Q1 | $613K | Buy |
68,680
+712
| +1% | +$6.31K | ﹤0.01% | 985 |
|
|
2017
Q4 | $551K | Sell |
67,968
-976
| -1% | -$7.42K | ﹤0.01% | 1020 |
|
|
2017
Q3 | $503K | Buy |
68,944
+19,600
| +40% | +$148K | ﹤0.01% | 1057 |
|
|
2017
Q2 | $371K | Buy |
49,344
+1,026
| +2% | +$7.68K | ﹤0.01% | 1170 |
|
|
2017
Q1 | $382K | Buy |
48,318
+1,564
| +3% | +$11.7K | ﹤0.01% | 1130 |
|
|
2016
Q4 | $347K | Sell |
46,754
-6,050
| -11% | -$45.4K | ﹤0.01% | 1116 |
|
|
2016
Q3 | $417K | Buy |
52,804
+10,158
| +24% | +$83.7K | ﹤0.01% | 989 |
|
|
2016
Q2 | $381K | Buy |
42,646
+11,144
| +35% | +$104K | ﹤0.01% | 917 |
|
|
2016
Q1 | $300K | Sell |
31,502
-756
| -2% | -$6.59K | ﹤0.01% | 1000 |
|
|
2015
Q4 | $270K | Sell |
32,258
-2,800
| -8% | -$24.3K | ﹤0.01% | 1046 |
|
|
2015
Q3 | $335K | Sell |
35,058
-618
| -2% | -$5.29K | ﹤0.01% | 914 |
|
|
2015
Q2 | $283K | Buy |
35,676
+14,236
| +66% | +$116K | ﹤0.01% | 807 |
|
|
2015
Q1 | $188K | Sell |
21,440
-2,296
| -10% | -$20.2K | ﹤0.01% | 1221 |
|
|
2014
Q4 | $187K | Buy |
23,736
+3,280
| +16% | +$26.6K | ﹤0.01% | 1178 |
|
|
2014
Q3 | $155K | Buy |
20,456
+2,344
| +13% | +$16.9K | ﹤0.01% | 1210 |
|
|
2014
Q2 | $122K | Buy |
18,112
+16,512
| +1,032% | +$110K | ﹤0.01% | 1312 |
|
|
2014
Q1 | $11K | Buy |
1,600
+800
| +100% | +$5.81K | ﹤0.01% | 2709 |
|
|
2013
Q4 | $6K | Buy |
+800
| New | +$5.39K | ﹤0.01% | 2771 |
|
|
2013
Q3 | – | Sell |
-7,200
| Closed | -$37K | – | 3275 |
|
|
2013
Q2 | $37K | Buy |
+7,200
| New | +$39.2K | ﹤0.01% | 1546 |
|
Other funds holding INFY
TSAM
