Mount Yale Investment Advisors’s Wipro WIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-51,577
| Closed | -$158K | – | 1511 |
|
|
2025
Q1 | $158K | Sell |
51,577
-1,610
| -3% | -$4.93K | 0.01% | 523 |
|
|
2024
Q4 | $188K | Buy |
+53,187
| New | +$188K | 0.02% | 527 |
|
|
2024
Q1 | – | Sell |
-161,338
| Closed | -$449K | – | 565 |
|
|
2023
Q4 | $449K | Buy |
161,338
+28,082
| +21% | +$78.2K | 0.04% | 339 |
|
|
2023
Q3 | $322K | Sell |
133,256
-25,314
| -16% | -$61.3K | 0.04% | 380 |
|
|
2023
Q2 | $374K | Buy |
158,570
+74,360
| +88% | +$175K | 0.04% | 350 |
|
|
2023
Q1 | $189K | Buy |
+84,210
| New | +$189K | 0.02% | 464 |
|
|
2022
Q1 | – | Sell |
-32,590
| Closed | -$159K | – | 497 |
|
|
2021
Q4 | $159K | Sell |
32,590
-4,414
| -12% | -$21.5K | 0.02% | 445 |
|
|
2021
Q3 | $163K | Sell |
37,004
-29,482
| -44% | -$130K | 0.02% | 453 |
|
|
2021
Q2 | $260K | Buy |
+66,486
| New | +$260K | 0.03% | 355 |
|