Arete Wealth Advisors’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-5,173
| Closed | -$1.3M | – | 517 |
|
|
2025
Q4 | $1.3M | Sell |
5,173
-10
| -0.2% | -$2.41K | 0.08% | 237 |
|
|
2025
Q3 | $1.36M | Hold |
5,183
| – | – | 0.09% | 221 |
|
|
2025
Q2 | $2.1M | Sell |
5,183
-6
| -0.1% | -$2.51K | 0.15% | 134 |
|
|
2025
Q1 | $2.18M | Buy |
5,189
+2
| +0% | +$986 | 0.17% | 128 |
|
|
2024
Q4 | $2.52M | Sell |
5,187
-100
| -2% | -$51.6K | 0.18% | 117 |
|
|
2024
Q3 | $2.67M | Buy |
5,287
+12
| +0.2% | +$5.77K | 0.23% | 96 |
|
|
2024
Q2 | $2.36M | Buy |
+5,275
| New | +$2.35M | 0.19% | 109 |
|
|
2024
Q1 | – | Sell |
-5,296
| Closed | -$2.39M | – | 540 |
|
|
2023
Q4 | $2.39M | Sell |
5,296
-9
| -0.2% | -$3.6K | 0.18% | 119 |
|
|
2023
Q3 | $1.82M | Sell |
5,305
-3
| -0.1% | -$1.05K | 0.32% | 70 |
|
|
2023
Q2 | $1.86M | Sell |
5,308
-81
| -2% | -$26.4K | 0.16% | 135 |
|
|
2023
Q1 | $1.76M | Hold |
5,389
| – | – | 0.14% | 136 |
|
|
2022
Q4 | $1.81B | Buy |
5,389
+4
| +0.1% | +$1.29K | 0.16% | 120 |
|
|
2022
Q3 | $1.49M | Sell |
5,385
-145
| -3% | -$40.7K | 0.15% | 128 |
|
|
2022
Q2 | $1.34M | Sell |
5,530
-372
| -6% | -$99K | 0.14% | 121 |
|
|
2022
Q1 | $1.76M | Sell |
5,902
-176
| -3% | -$51K | 0.15% | 129 |
|
|
2021
Q4 | $2.03M | Sell |
6,078
-93
| -2% | -$29.9K | 0.17% | 113 |
|
|
2021
Q3 | $1.88M | Buy |
+6,171
| New | +$1.79M | 0.21% | 105 |
|
|
2021
Q2 | – | Sell |
-6,364
| Closed | -$1.16M | – | 404 |
|
|
2021
Q1 | $1.16M | Hold |
6,364
| – | – | 0.15% | 146 |
|
|
2020
Q4 | $1.01M | Sell |
6,364
-100
| -2% | -$14.4K | 0.14% | 150 |
|
|
2020
Q3 | $810K | Sell |
6,464
-175
| -3% | -$22.3K | 0.12% | 173 |
|
|
2020
Q2 | $806K | Buy |
+6,639
| New | +$767K | 0.14% | 169 |
|
Other funds holding IT
IFP
VCM
VPM
