Walled Lake Planning & Wealth Management’s Genpact G Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.66M Sell
105,966
-570
-0.5% -$25.1K 1.52% 20
2025
Q1
$5.37M Sell
106,536
-1,751
-2% -$88.2K 1.91% 17
2024
Q4
$4.65M Buy
108,287
+1,478
+1% +$63.5K 1.73% 17
2024
Q3
$4.19M Buy
106,809
+550
+0.5% +$21.6K 1.57% 20
2024
Q2
$3.42M Sell
106,259
-2,282
-2% -$73.5K 1.4% 26
2024
Q1
$3.58M Buy
+108,541
New +$3.58M 1.47% 23