RPWA
Regent Peak Wealth Advisors’s Infosys INFY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $275K | Sell |
15,088
-8,261
| -35% | -$151K | 0.07% | 127 |
|
|
2024
Q4 | $512K | Sell |
23,349
-88,591
| -79% | -$1.94M | 0.11% | 84 |
|
|
2024
Q3 | $2.49M | Sell |
111,940
-12,623
| -10% | -$281K | 0.57% | 35 |
|
|
2024
Q2 | $2.32M | Buy |
124,563
+8,470
| +7% | +$158K | 0.53% | 44 |
|
|
2024
Q1 | $2.08M | Sell |
116,093
-7,665
| -6% | -$137K | 0.53% | 44 |
|
|
2023
Q4 | $2.27M | Buy |
123,758
+193
| +0.2% | +$3.55K | 0.62% | 41 |
|
|
2023
Q3 | $2.11M | Buy |
123,565
+1,697
| +1% | +$29K | 0.65% | 40 |
|
|
2023
Q2 | $1.96M | Buy |
121,868
+3,202
| +3% | +$51.5K | 0.57% | 44 |
|
|
2023
Q1 | $2.07M | Buy |
118,666
+20,615
| +21% | +$360K | 0.64% | 43 |
|
|
2022
Q4 | $1.77M | Buy |
98,051
+16,289
| +20% | +$293K | 0.58% | 42 |
|
|
2022
Q3 | $1.39M | Buy |
81,762
+991
| +1% | +$16.8K | 0.49% | 49 |
|
|
2022
Q2 | $1.5M | Buy |
80,771
+1,214
| +2% | +$22.5K | 0.49% | 48 |
|
|
2022
Q1 | $1.98M | Buy |
79,557
+3,316
| +4% | +$82.5K | 0.57% | 43 |
|
|
2021
Q4 | $1.93M | Sell |
76,241
-8,956
| -11% | -$227K | 0.52% | 43 |
|
|
2021
Q3 | $1.9M | Buy |
85,197
+1,082
| +1% | +$24.1K | 0.54% | 43 |
|
|
2021
Q2 | $1.86M | Buy |
84,115
+6,483
| +8% | +$143K | 0.52% | 46 |
|
|
2021
Q1 | $1.45M | Sell |
77,632
-2,465
| -3% | -$46.1K | 0.48% | 48 |
|
|
2020
Q4 | $1.36M | Buy |
+80,097
| New | +$1.36M | 0.45% | 46 |
|
|
2020
Q2 | – | Sell |
-107,286
| Closed | -$880K | – | 123 |
|
|
2020
Q1 | $880K | Buy |
107,286
+21,071
| +24% | +$173K | 0.49% | 47 |
|
|
2019
Q4 | $889K | Buy |
+86,215
| New | +$889K | 0.41% | 51 |
|