Ascent Group’s Gartner IT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$407K Sell
2025
Q1
$445K Buy
2024
Q4
$450K Buy
2024
Q3
$449K Buy
2024
Q2
$391K Sell
2024
Q1
$416K Buy
2023
Q4
$391K Sell
2023
Q3
$351K Sell
2023
Q2
$301K Sell
2023
Q1
$349K Sell
2022
Q4
$415K Sell
2022
Q3
$424K Sell
2022
Q2
$448K Buy
2022
Q1
$437K Buy