Pinnacle Wealth Planning Services’s Wipro WIT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$140K	Sell	66,139 -25,283	-28%	-$61.6K	0.01%	625
2025 Q4	$260K	Sell	91,422 -1,782	-2%	-$4.87K	0.03%	371
2025 Q3	$245K	Sell	93,204 -202	-0.2%	-$569	0.03%	385
2025 Q2	$282K	Sell	93,406 -16,815	-15%	-$48.9K	0.04%	318
2025 Q1	$337K	Sell	110,221 -339	-0.3%	-$1.16K	0.05%	231
2024 Q4	$391K	Sell	110,560 -109,242	-50%	-$374K	0.06%	195
2024 Q3	$712K	Buy	219,802 +334	+0.2%	+$1.04K	0.1%	131
2024 Q2	$669K	Buy	219,468 +62,322	+40%	+$172K	0.1%	130
2024 Q1	$452K	Buy	157,146 +4,202	+3%	+$12.4K	0.07%	207
2023 Q4	$426K	Sell	152,944 -20,160	-12%	-$49K	0.07%	198
2023 Q3	$419K	Buy	173,104 +30,010	+21%	+$74.7K	0.07%	189
2023 Q2	$338K	Buy	143,094 +33,500	+31%	+$77.9K	0.05%	238
2023 Q1	$246K	Sell	109,594 -36,654	-25%	-$87.2K	0.04%	316
2022 Q4	$341K	Buy	146,248 +103,832	+245%	+$248K	0.06%	237
2022 Q3	$100K	Sell	42,416 -31,308	-42%	-$81K	0.02%	368
2022 Q2	$196K	Buy	73,724 +32,952	+81%	+$104K	0.04%	355
2022 Q1	$157K	Buy	40,772 +7,598	+23%	+$30K	0.03%	386
2021 Q4	$162K	Buy	33,174 +12,010	+57%	+$54.5K	0.03%	383
2021 Q3	$93K	Buy	21,164 +1,040	+5%	+$4.55K	0.02%	358
2021 Q2	$79K	Buy	+20,124	New	+$75.1K	0.02%	349
2021 Q1	–	Sell	-16,404	Closed	-$46K	–	1952
2020 Q4	$46K	Buy	+16,404	New	+$42.3K	0.01%	839
2020 Q2	–	Sell	-30,354	Closed	-$47K	–	287
2020 Q1	$47K	Buy	+30,354	New	+$53.3K	0.02%	228