AFS
Aft Forsyth & Sober’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22M | Buy |
5,500
+200
| +4% | +$80.8K | 0.75% | 35 |
|
|
2025
Q1 | $2.22M | Buy |
5,300
+50
| +1% | +$21K | 0.78% | 40 |
|
|
2024
Q4 | $2.54M | Hold |
5,250
| – | – | 0.82% | 34 |
|
|
2024
Q3 | $2.66M | Hold |
5,250
| – | – | 0.88% | 34 |
|
|
2024
Q2 | $2.36M | Hold |
5,250
| – | – | 0.81% | 35 |
|
|
2024
Q1 | $2.5M | Hold |
5,250
| – | – | 0.88% | 33 |
|
|
2023
Q4 | $2.37M | Hold |
5,250
| – | – | 0.91% | 30 |
|
|
2023
Q3 | $1.8M | Hold |
5,250
| – | – | 0.76% | 34 |
|
|
2023
Q2 | $1.84M | Hold |
5,250
| – | – | 0.76% | 35 |
|
|
2023
Q1 | $1.71M | Hold |
5,250
| – | – | 0.86% | 30 |
|
|
2022
Q4 | $1.76M | Hold |
5,250
| – | – | 0.79% | 31 |
|
|
2022
Q3 | $1.45M | Hold |
5,250
| – | – | 0.71% | 37 |
|
|
2022
Q2 | $1.27M | Hold |
5,250
| – | – | 0.59% | 50 |
|
|
2022
Q1 | $1.56M | Hold |
5,250
| – | – | 0.62% | 43 |
|
|
2021
Q4 | $1.76M | Hold |
5,250
| – | – | 0.62% | 37 |
|
|
2021
Q3 | $1.6M | Buy |
+5,250
| New | +$1.6M | 0.6% | 43 |
|