Waldron Private Wealth’s Infosys INFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-18,422
| Closed | -$404K | – | 356 |
|
|
2024
Q4 | $404K | Hold |
18,422
| – | – | 0.02% | 284 |
|
|
2024
Q3 | $410K | Buy |
18,422
+3,093
| +20% | +$68.9K | 0.02% | 280 |
|
|
2024
Q2 | $285K | Sell |
15,329
-74
| -0.5% | -$1.38K | 0.01% | 325 |
|
|
2024
Q1 | $276K | Sell |
15,403
-719
| -4% | -$12.9K | 0.01% | 333 |
|
|
2023
Q4 | $296K | Buy |
16,122
+2,939
| +22% | +$54K | 0.01% | 310 |
|
|
2023
Q3 | $226K | Buy |
13,183
+374
| +3% | +$6.4K | 0.01% | 334 |
|
|
2023
Q2 | $206K | Buy |
12,809
+2,342
| +22% | +$37.6K | 0.01% | 354 |
|
|
2023
Q1 | $183K | Buy |
+10,467
| New | +$183K | 0.01% | 397 |
|