Aptus 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 | $377K | Buy |
932
+37
| +4% | +$15K | ﹤0.01% | 745 |
|
|
2025
Q1 | $376K | Sell |
895
-405
| -31% | -$170K | ﹤0.01% | 719 |
|
|
2024
Q4 | $630K | Buy |
1,300
+432
| +50% | +$209K | 0.01% | 569 |
|
|
2024
Q3 | $440K | Buy |
868
+82
| +10% | +$41.6K | 0.01% | 570 |
|
|
2024
Q2 | $353K | Buy |
786
+38
| +5% | +$17.1K | 0.01% | 577 |
|
|
2024
Q1 | $357K | Sell |
748
-11
| -1% | -$5.24K | 0.01% | 579 |
|
|
2023
Q4 | $342K | Sell |
759
-74
| -9% | -$33.4K | 0.01% | 443 |
|
|
2023
Q3 | $286K | Buy |
833
+147
| +21% | +$50.5K | 0.01% | 480 |
|
|
2023
Q2 | $240K | Buy |
686
+17
| +3% | +$5.96K | 0.01% | 442 |
|
|
2023
Q1 | $218K | Buy |
+669
| New | +$218K | 0.01% | 454 |
|