Annis Gardner Whiting Capital Advisors’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.5K | Buy |
110
+57
| +108% | +$23K | 0.02% | 439 |
|
|
2025
Q1 | $22.2K | Sell |
53
-13
| -20% | -$5.46K | 0.01% | 441 |
|
|
2024
Q4 | $32K | Sell |
66
-31
| -32% | -$15K | 0.01% | 391 |
|
|
2024
Q3 | $49.2K | Sell |
97
-51
| -34% | -$25.8K | 0.01% | 368 |
|
|
2024
Q2 | $66.5K | Buy |
148
+5
| +3% | +$2.25K | 0.02% | 368 |
|
|
2024
Q1 | $68.2K | Buy |
143
+51
| +55% | +$24.3K | 0.02% | 341 |
|
|
2023
Q4 | $41.5K | Hold |
92
| – | – | 0.02% | 320 |
|
|
2023
Q3 | $31.6K | Buy |
+92
| New | +$31.6K | 0.02% | 339 |
|