Waldron Private Wealth’s Wipro WIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-98,840
| Closed | -$350K | – | 430 |
|
|
2024
Q4 | $350K | Sell |
98,840
-366
| -0.4% | -$1.3K | 0.01% | 307 |
|
|
2024
Q3 | $321K | Buy |
99,206
+25,324
| +34% | +$82.1K | 0.01% | 315 |
|
|
2024
Q2 | $225K | Sell |
73,882
-1,972
| -3% | -$6.02K | 0.01% | 375 |
|
|
2024
Q1 | $218K | Buy |
75,854
+204
| +0.3% | +$586 | 0.01% | 379 |
|
|
2023
Q4 | $211K | Buy |
75,650
+16,430
| +28% | +$45.8K | 0.01% | 382 |
|
|
2023
Q3 | $143K | Buy |
59,220
+7,592
| +15% | +$18.4K | 0.01% | 362 |
|
|
2023
Q2 | $122K | Sell |
51,628
-384
| -0.7% | -$906 | 0.01% | 362 |
|
|
2023
Q1 | $117K | Buy |
+52,012
| New | +$117K | 0.01% | 403 |
|