Arkadios Wealth Advisors’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Sell |
4,171
-2,725
| -40% | -$1.1M | 0.05% | 387 |
|
|
2025
Q1 | $2.89M | Buy |
6,896
+4,352
| +171% | +$1.83M | 0.11% | 216 |
|
|
2024
Q4 | $1.23M | Sell |
2,544
-93
| -4% | -$45.1K | 0.07% | 289 |
|
|
2024
Q3 | $1.34M | Buy |
2,637
+332
| +14% | +$168K | 0.08% | 253 |
|
|
2024
Q2 | $1.04M | Buy |
2,305
+396
| +21% | +$178K | 0.07% | 275 |
|
|
2024
Q1 | $910K | Buy |
1,909
+341
| +22% | +$163K | 0.07% | 258 |
|
|
2023
Q4 | $707K | Buy |
1,568
+67
| +4% | +$30.2K | 0.06% | 289 |
|
|
2023
Q3 | $516K | Buy |
1,501
+154
| +11% | +$52.9K | 0.05% | 330 |
|
|
2023
Q2 | $472K | Sell |
1,347
-32
| -2% | -$11.2K | 0.05% | 322 |
|
|
2023
Q1 | $449K | Buy |
1,379
+311
| +29% | +$101K | 0.05% | 328 |
|
|
2022
Q4 | $359K | Sell |
1,068
-115
| -10% | -$38.7K | 0.05% | 355 |
|
|
2022
Q3 | $327K | Sell |
1,183
-224
| -16% | -$61.9K | 0.05% | 353 |
|
|
2022
Q2 | $340K | Buy |
1,407
+624
| +80% | +$151K | 0.05% | 364 |
|
|
2022
Q1 | $233K | Buy |
+783
| New | +$233K | 0.03% | 485 |
|
|
2021
Q3 | – | Sell |
-36
| Closed | -$8K | – | 1955 |
|
|
2021
Q2 | $8K | Buy |
+36
| New | +$8K | ﹤0.01% | 1594 |
|