Accurate Wealth Management’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $507K | Buy |
1,308
+36
| +3% | +$14K | 0.08% | 264 |
|
|
2025
Q1 | $509K | Sell |
1,272
-34
| -3% | -$13.6K | 0.1% | 207 |
|
|
2024
Q4 | $639K | Buy |
1,306
+6
| +0.5% | +$2.93K | 0.12% | 174 |
|
|
2024
Q3 | $689K | Sell |
1,300
-8
| -0.6% | -$4.24K | 0.14% | 152 |
|
|
2024
Q2 | $595K | Sell |
1,308
-58
| -4% | -$26.4K | 0.14% | 149 |
|
|
2024
Q1 | $602K | Sell |
1,366
-556
| -29% | -$245K | 0.18% | 128 |
|
|
2023
Q4 | $855K | Sell |
1,922
-434
| -18% | -$193K | 0.27% | 86 |
|
|
2023
Q3 | $829K | Sell |
2,356
-104
| -4% | -$36.6K | 0.26% | 86 |
|
|
2023
Q2 | $892K | Sell |
2,460
-16
| -0.6% | -$5.8K | 0.28% | 81 |
|
|
2023
Q1 | $779K | Buy |
2,476
+1,547
| +167% | +$487K | 0.27% | 87 |
|
|
2022
Q4 | $308K | Buy |
+929
| New | +$308K | 0.11% | 157 |
|