United Capital Financial Advisors’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	$266K	Buy	125,388 +26,329	+27%	+$64.1K	﹤0.01%	1416
2025 Q4	$281K	Buy	99,059 +18,311	+23%	+$50K	﹤0.01%	1197
2025 Q3	$212K	Buy	80,748 +2,915	+4%	+$8.2K	﹤0.01%	1138
2025 Q2	$235K	Sell	77,833 -7,006	-8%	-$20.4K	﹤0.01%	998
2025 Q1	$260K	Sell	84,839 -2,265	-3%	-$7.72K	﹤0.01%	934
2024 Q4	$308K	Sell	87,104 -4,938	-5%	-$16.9K	﹤0.01%	872
2024 Q3	$298K	Buy	92,042 +9,318	+11%	+$29.2K	﹤0.01%	875
2024 Q2	$252K	Buy	82,724 +1,434	+2%	+$3.95K	﹤0.01%	907
2024 Q1	$234K	Buy	81,290 +1,106	+1%	+$3.26K	﹤0.01%	964
2023 Q4	$223K	Buy	+80,184	New	+$195K	﹤0.01%	969
2022 Q1	–	Sell	-59,648	Closed	-$291K	–	1235
2021 Q4	$291K	Sell	59,648 -6,762	-10%	-$30.7K	﹤0.01%	1036
2021 Q3	$293K	Buy	66,410 +19,382	+41%	+$84.8K	﹤0.01%	1021
2021 Q2	$184K	Sell	47,028 -8,052	-15%	-$30K	﹤0.01%	1181
2021 Q1	$175K	Sell	55,080 -477,274	-90%	-$1.53M	﹤0.01%	1141
2020 Q4	$1.5M	Sell	532,354 -137,638	-21%	-$355K	0.01%	571
2020 Q3	$1.57M	Buy	+669,992	New	+$1.4M	0.01%	559