United Capital Financial Advisors’s Infosys INFY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $232K | Buy |
12,496
+755
| +6% | +$14K | ﹤0.01% | 999 |
|
2025
Q1 | $214K | Sell |
11,741
-4,505
| -28% | -$82.2K | ﹤0.01% | 984 |
|
2024
Q4 | $356K | Sell |
16,246
-1,547
| -9% | -$33.9K | ﹤0.01% | 826 |
|
2024
Q3 | $396K | Buy |
17,793
+1,713
| +11% | +$38.1K | ﹤0.01% | 789 |
|
2024
Q2 | $299K | Sell |
16,080
-210
| -1% | -$3.91K | ﹤0.01% | 846 |
|
2024
Q1 | $292K | Sell |
16,290
-498
| -3% | -$8.93K | ﹤0.01% | 882 |
|
2023
Q4 | $309K | Buy |
+16,788
| New | +$309K | ﹤0.01% | 853 |
|
2022
Q2 | – | Sell |
-9,865
| Closed | -$246K | – | 1156 |
|
2022
Q1 | $246K | Sell |
9,865
-1,531
| -13% | -$38.2K | ﹤0.01% | 1053 |
|
2021
Q4 | $288K | Sell |
11,396
-797
| -7% | -$20.1K | ﹤0.01% | 1036 |
|
2021
Q3 | $271K | Buy |
+12,193
| New | +$271K | ﹤0.01% | 1045 |
|
2021
Q1 | – | Sell |
-84,063
| Closed | -$1.43M | – | 1205 |
|
2020
Q4 | $1.43M | Sell |
84,063
-20,059
| -19% | -$340K | 0.01% | 582 |
|
2020
Q3 | $1.44M | Buy |
+104,122
| New | +$1.44M | 0.01% | 577 |
|
2019
Q3 | – | Sell |
-61,023
| Closed | -$653K | – | 1376 |
|
2019
Q2 | $653K | Buy |
+61,023
| New | +$653K | ﹤0.01% | 939 |
|
2017
Q3 | – | Sell |
-22,382
| Closed | -$168K | – | 1329 |
|
2017
Q2 | $168K | Sell |
22,382
-2,648
| -11% | -$19.9K | ﹤0.01% | 1228 |
|
2017
Q1 | $198K | Buy |
+25,030
| New | +$198K | ﹤0.01% | 1185 |
|
2015
Q2 | – | Sell |
-254,560
| Closed | -$1.97M | – | 1287 |
|
2015
Q1 | $1.97M | Buy |
254,560
+64,196
| +34% | +$497K | 0.02% | 559 |
|
2014
Q4 | $1.5M | Sell |
190,364
-21,348
| -10% | -$168K | 0.02% | 543 |
|
2014
Q3 | $1.6M | Buy |
211,712
+52,360
| +33% | +$396K | 0.03% | 499 |
|
2014
Q2 | $1.07M | Buy |
+159,352
| New | +$1.07M | 0.02% | 550 |
|
2013
Q3 | – | Sell |
-103,352
| Closed | -$532K | – | 713 |
|
2013
Q2 | $532K | Buy |
+103,352
| New | +$532K | 0.01% | 496 |
|