Asset Dedication LLC’s Gartner IT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$40.8K Hold
2025
Q1
$42.4K Sell
2024
Q4
$71.7K Hold
2024
Q3
$75K Buy
2024
Q2
$45.4K Hold
2024
Q1
$48K Hold
2023
Q4
$46K Hold
2023
Q3
$34K Buy
2023
Q2
$31K Hold
2023
Q1
$29K Buy
2022
Q4
$19K Hold
2022
Q3
$15K Buy
2022
Q2
Sell
2022
Q1
$15K Buy
2021
Q4
$17K Hold
2021
Q3
$16K Buy
2021
Q2
$8K Buy