AFT Forsyth & Company’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $364K | Sell |
900
-270
| -23% | -$109K | 0.19% | 84 |
|
|
2025
Q1 | $491K | Hold |
1,170
| – | – | 0.26% | 80 |
|
|
2024
Q4 | $567K | Sell |
1,170
-15
| -1% | -$7.27K | 0.28% | 75 |
|
|
2024
Q3 | $601K | Sell |
1,185
-25
| -2% | -$12.7K | 0.3% | 73 |
|
|
2024
Q2 | $543K | Hold |
1,210
| – | – | 0.27% | 79 |
|
|
2024
Q1 | $577K | Hold |
1,210
| – | – | 0.33% | 74 |
|
|
2023
Q4 | $546K | Buy |
1,210
+125
| +12% | +$56.4K | 0.34% | 76 |
|
|
2023
Q3 | $373K | Buy |
1,085
+165
| +18% | +$56.7K | 0.27% | 94 |
|
|
2023
Q2 | $322K | Sell |
920
-80
| -8% | -$28K | 0.23% | 105 |
|
|
2023
Q1 | $326K | Sell |
1,000
-27
| -3% | -$8.8K | 0.25% | 106 |
|
|
2022
Q4 | $345K | Buy |
1,027
+2
| +0.2% | +$672 | 0.29% | 100 |
|
|
2022
Q3 | $284K | Buy |
1,025
+100
| +11% | +$27.7K | 0.25% | 107 |
|
|
2022
Q2 | $224K | Sell |
925
-70
| -7% | -$17K | 0.18% | 128 |
|
|
2022
Q1 | $296K | Buy |
+995
| New | +$296K | 0.19% | 122 |
|