Advisors Asset Management’s Gartner IT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$355K Sell
877
-672
-43% -$272K 0.01% 1016
2025
Q1
$650K Sell
1,549
-5
-0.3% -$2.1K 0.01% 873
2024
Q4
$753K Sell
1,554
-677
-30% -$328K 0.01% 819
2024
Q3
$1.13M Sell
2,231
-2
-0.1% -$1.01K 0.02% 704
2024
Q2
$1M Buy
2,233
+182
+9% +$81.7K 0.02% 728
2024
Q1
$978K Sell
2,051
-1,383
-40% -$659K 0.02% 744
2023
Q4
$1.55M Buy
3,434
+510
+17% +$230K 0.03% 602
2023
Q3
$1M Buy
2,924
+129
+5% +$44.3K 0.02% 719
2023
Q2
$979K Buy
2,795
+528
+23% +$185K 0.02% 744
2023
Q1
$739K Buy
2,267
+875
+63% +$285K 0.02% 846
2022
Q4
$468K Buy
+1,392
New +$468K 0.01% 950
2021
Q2
Sell
-221
Closed -$40K 1453
2021
Q1
$40K Sell
221
-81
-27% -$14.7K ﹤0.01% 1423
2020
Q4
$48K Sell
302
-109
-27% -$17.3K ﹤0.01% 1437
2020
Q3
$51K Sell
411
-74
-15% -$9.18K ﹤0.01% 1397
2020
Q2
$59K Buy
485
+69
+17% +$8.39K ﹤0.01% 1377
2020
Q1
$41K Buy
416
+65
+19% +$6.41K ﹤0.01% 1332
2019
Q4
$54K Buy
351
+114
+48% +$17.5K ﹤0.01% 1392
2019
Q3
$34K Buy
237
+65
+38% +$9.33K ﹤0.01% 1439
2019
Q2
$28K Sell
172
-325
-65% -$52.9K ﹤0.01% 1439
2019
Q1
$75K Sell
497
-671
-57% -$101K ﹤0.01% 1565
2018
Q4
$149K Sell
1,168
-26
-2% -$3.32K ﹤0.01% 1268
2018
Q3
$189K Sell
1,194
-61
-5% -$9.66K ﹤0.01% 1248
2018
Q2
$167K Sell
1,255
-102
-8% -$13.6K ﹤0.01% 1286
2018
Q1
$154K Sell
1,357
-15
-1% -$1.7K ﹤0.01% 1275
2017
Q4
$169K Sell
1,372
-96
-7% -$11.8K ﹤0.01% 1279
2017
Q3
$183K Buy
1,468
+505
+52% +$63K ﹤0.01% 1252
2017
Q2
$119K Sell
963
-578
-38% -$71.4K ﹤0.01% 1353
2017
Q1
$166K Sell
1,541
-5,486
-78% -$591K ﹤0.01% 1324
2016
Q4
$710K Sell
7,027
-2,170
-24% -$219K 0.01% 990
2016
Q3
$813K Sell
9,197
-4,112
-31% -$363K 0.01% 936
2016
Q2
$1.3M Sell
13,309
-1,695
-11% -$165K 0.02% 794
2016
Q1
$1.34M Sell
15,004
-4,502
-23% -$402K 0.02% 777
2015
Q4
$1.77M Sell
19,506
-1,955
-9% -$177K 0.03% 695
2015
Q3
$1.8M Sell
21,461
-2,787
-11% -$234K 0.03% 669
2015
Q2
$2.08M Buy
24,248
+1,480
+7% +$127K 0.03% 652
2015
Q1
$1.91M Sell
22,768
-12,810
-36% -$1.07M 0.03% 680
2014
Q4
$3M Sell
35,578
-4,497
-11% -$379K 0.04% 507
2014
Q3
$2.94M Buy
40,075
+275
+0.7% +$20.2K 0.04% 475
2014
Q2
$2.81M Buy
39,800
+1,040
+3% +$73.3K 0.04% 492
2014
Q1
$2.69M Buy
38,760
+11,639
+43% +$808K 0.04% 474
2013
Q4
$1.93M Buy
27,121
+16,482
+155% +$1.17M 0.03% 517
2013
Q3
$638K Buy
10,639
+775
+8% +$46.5K 0.01% 817
2013
Q2
$562K Buy
+9,864
New +$562K 0.01% 813