Focused Wealth Management’s Infosys INFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-105
| Closed | -$1.8K | – | 1060 |
|
|
2023
Q3 | $1.8K | Buy |
105
+1
| +1% | +$17 | ﹤0.01% | 784 |
|
|
2023
Q2 | $1.67K | Hold |
104
| – | – | ﹤0.01% | 826 |
|
|
2023
Q1 | $1.81K | Hold |
104
| – | – | ﹤0.01% | 805 |
|
|
2022
Q4 | $1.87K | Buy |
104
+1
| +1% | +$19 | ﹤0.01% | 788 |
|
|
2022
Q3 | $2K | Hold |
103
| – | – | ﹤0.01% | 759 |
|
|
2022
Q2 | $2K | Buy |
103
+1
| +1% | +$20 | ﹤0.01% | 737 |
|
|
2022
Q1 | $3K | Hold |
102
| – | – | ﹤0.01% | 746 |
|
|
2021
Q4 | $3K | Buy |
102
+1
| +1% | +$23 | ﹤0.01% | 756 |
|
|
2021
Q3 | $2K | Hold |
101
| – | – | ﹤0.01% | 812 |
|
|
2021
Q2 | $2K | Hold |
101
| – | – | ﹤0.01% | 819 |
|
|
2021
Q1 | $2K | Hold |
101
| – | – | ﹤0.01% | 806 |
|
|
2020
Q4 | $2K | Buy |
101
+1
| +1% | +$15 | ﹤0.01% | 736 |
|
|
2020
Q3 | $1K | Buy |
100
+1
| +1% | +$12 | ﹤0.01% | 732 |
|
|
2020
Q2 | $1K | Hold |
99
| – | – | ﹤0.01% | 715 |
|
|
2020
Q1 | $1K | Hold |
99
| – | – | ﹤0.01% | 656 |
|
|
2019
Q4 | $1K | Buy |
99
+1
| +1% | +$10 | ﹤0.01% | 676 |
|
|
2019
Q3 | $1K | Hold |
98
| – | – | ﹤0.01% | 667 |
|
|
2019
Q2 | $1K | Buy |
98
+2
| +2% | +$21 | ﹤0.01% | 698 |
|
|
2019
Q1 | $1K | Hold |
96
| – | – | ﹤0.01% | 653 |
|
|
2018
Q4 | $1K | Buy |
96
+1
| +1% | +$10 | ﹤0.01% | 647 |
|
|
2018
Q3 | $1K | Buy |
95
+1
| +1% | +$10 | ﹤0.01% | 615 |
|
|
2018
Q2 | $1K | Buy |
94
+2
| +2% | +$18 | ﹤0.01% | 607 |
|
|
2018
Q1 | $1K | Hold |
92
| – | – | ﹤0.01% | 659 |
|
|
2017
Q4 | $1K | Sell |
92
-92
| -50% | -$699 | ﹤0.01% | 643 |
|
|
2017
Q3 | $1K | Buy |
184
+94
| +104% | +$712 | ﹤0.01% | 610 |
|
|
2017
Q2 | $1K | Hold |
90
| – | – | ﹤0.01% | 666 |
|
|
2017
Q1 | $1K | Hold |
90
| – | – | ﹤0.01% | 647 |
|
|
2016
Q4 | $1K | Hold |
90
| – | – | ﹤0.01% | 647 |
|
|
2016
Q3 | $1K | Hold |
90
| – | – | ﹤0.01% | 625 |
|
|
2016
Q2 | $1K | Buy |
90
+2
| +2% | +$19 | ﹤0.01% | 626 |
|
|
2016
Q1 | $1K | Hold |
88
| – | – | ﹤0.01% | 605 |
|
|
2015
Q4 | $1K | Hold |
88
| – | – | ﹤0.01% | 627 |
|
|
2015
Q3 | $1K | Sell |
88
-2
| -2% | -$17 | ﹤0.01% | 632 |
|
|
2015
Q2 | $1K | Sell |
90
-4,798
| -98% | -$39K | ﹤0.01% | 615 |
|
|
2015
Q1 | $43K | Hold |
4,888
| – | – | 0.03% | 222 |
|
|
2014
Q4 | $38K | Hold |
4,888
| – | – | 0.03% | 222 |
|
|
2014
Q3 | $37K | Hold |
4,888
| – | – | 0.03% | 230 |
|
|
2014
Q2 | $33K | Hold |
4,888
| – | – | 0.03% | 235 |
|
|
2014
Q1 | $33K | Hold |
4,888
| – | – | 0.03% | 213 |
|
|
2013
Q4 | $35K | Sell |
4,888
-80
| -2% | -$539 | 0.03% | 204 |
|
|
2013
Q3 | $30K | Buy |
+4,968
| New | +$29.4K | 0.03% | 218 |
|
Other funds holding INFY
SGA
Focused Wealth Management's INFY Position: Q4 2023 in Review
Focused Wealth Management sold out of Infosys (INFY) in Q4 2023, closing a stake of 105 shares — an estimated $1.8K sold.
Focused Wealth Management first reported a position in INFY in Q3 2013 and held it in 41 quarters. The position peaked at $43K in Q1 2015. 458 funds tracked by Wall St. Rank hold INFY as of Q4 2023.
- Focused Wealth Management reported no remaining Infosys position as of Q4 2023 after selling out during the quarter.
- Focused Wealth Management sold 105 Infosys shares in Q4 2023, an estimated $1.8K.
- Focused Wealth Management first reported a position in Infosys in Q3 2013 and held it in 41 quarters.
- Focused Wealth Management's Infosys position peaked at $43K in Q1 2015.
- 458 funds tracked by Wall St. Rank held Infosys as of Q4 2023.
Based on Focused Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.