AssetMark Inc’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 | $80.1K | Buy |
506
+306
| +153% | +$56.3K | ﹤0.01% | 1614 |
|
|
2025
Q4 | $50.4K | Sell |
200
-21
| -10% | -$5.05K | ﹤0.01% | 1714 |
|
|
2025
Q3 | $58K | Sell |
221
-319
| -59% | -$93K | ﹤0.01% | 1584 |
|
|
2025
Q2 | $218K | Sell |
540
-2,186
| -80% | -$915K | ﹤0.01% | 1198 |
|
|
2025
Q1 | $1.14M | Sell |
2,726
-3
| -0.1% | -$1.48K | ﹤0.01% | 845 |
|
|
2024
Q4 | $1.32M | Sell |
2,729
-2,415
| -47% | -$1.25M | ﹤0.01% | 798 |
|
|
2024
Q3 | $2.61M | Buy |
5,144
+2,118
| +70% | +$1.02M | 0.01% | 595 |
|
|
2024
Q2 | $1.36M | Sell |
3,026
-427
| -12% | -$190K | ﹤0.01% | 701 |
|
|
2024
Q1 | $1.65M | Buy |
3,453
+640
| +23% | +$295K | 0.01% | 623 |
|
|
2023
Q4 | $1.27M | Sell |
2,813
-619
| -18% | -$247K | ﹤0.01% | 624 |
|
|
2023
Q3 | $1.18M | Buy |
3,432
+877
| +34% | +$306K | ﹤0.01% | 589 |
|
|
2023
Q2 | $895K | Buy |
2,555
+737
| +41% | +$240K | ﹤0.01% | 633 |
|
|
2023
Q1 | $592K | Buy |
1,818
+613
| +51% | +$203K | ﹤0.01% | 689 |
|
|
2022
Q4 | $405K | Buy |
1,205
+23
| +2% | +$7.42K | ﹤0.01% | 730 |
|
|
2022
Q3 | $327K | Buy |
1,182
+5
| +0.4% | +$1.4K | ﹤0.01% | 717 |
|
|
2022
Q2 | $285K | Buy |
1,177
+31
| +3% | +$8.25K | ﹤0.01% | 698 |
|
|
2022
Q1 | $341K | Buy |
+1,146
| New | +$332K | ﹤0.01% | 669 |
|
|
2021
Q1 | – | Sell |
-7
| Closed | -$1K | – | 1434 |
|
|
2020
Q4 | $1K | Buy |
+7
| New | +$1.01K | ﹤0.01% | 1312 |
|
|
2020
Q2 | – | Sell |
-9,075
| Closed | -$904K | – | 1349 |
|
|
2020
Q1 | $904K | Buy |
+9,075
| New | +$1.24M | 0.01% | 327 |
|
|
2019
Q1 | – | Sell |
-22
| Closed | -$3K | – | 1432 |
|
|
2018
Q4 | $3K | Sell |
22
-79
| -78% | -$11.4K | ﹤0.01% | 1163 |
|
|
2018
Q3 | $16K | Sell |
101
-14
| -12% | -$2.03K | ﹤0.01% | 972 |
|
|
2018
Q2 | $15K | Buy |
115
+13
| +13% | +$1.66K | ﹤0.01% | 981 |
|
|
2018
Q1 | $12K | Buy |
102
+45
| +79% | +$5.62K | ﹤0.01% | 1012 |
|
|
2017
Q4 | $7K | Sell |
57
-44
| -44% | -$5.34K | ﹤0.01% | 1183 |
|
|
2017
Q3 | $13K | Buy |
101
+4
| +4% | +$494 | ﹤0.01% | 994 |
|
|
2017
Q2 | $12K | Buy |
97
+42
| +76% | +$4.88K | ﹤0.01% | 1002 |
|
|
2017
Q1 | $6K | Hold |
55
| – | – | ﹤0.01% | 1016 |
|
|
2016
Q4 | $6K | Sell |
55
-20
| -27% | -$1.93K | ﹤0.01% | 1021 |
|
|
2016
Q3 | $7K | Buy |
75
+7
| +10% | +$657 | ﹤0.01% | 1012 |
|
|
2016
Q2 | $7K | Hold |
68
| – | – | ﹤0.01% | 993 |
|
|
2016
Q1 | $6K | Buy |
68
+22
| +48% | +$1.86K | ﹤0.01% | 937 |
|
|
2015
Q4 | $4K | Buy |
+46
| New | +$4.07K | ﹤0.01% | 1000 |
|
Other funds holding IT
IFP
VCM
VPM
