Atria Investments’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.33M | Sell |
13,186
-146
| -1% | -$59K | 0.06% | 361 |
|
|
2025
Q1 | $5.6M | Sell |
13,332
-2,886
| -18% | -$1.21M | 0.07% | 337 |
|
|
2024
Q4 | $7.86M | Sell |
16,218
-2,567
| -14% | -$1.24M | 0.1% | 232 |
|
|
2024
Q3 | $9.52M | Buy |
18,785
+412
| +2% | +$209K | 0.12% | 200 |
|
|
2024
Q2 | $8.25M | Buy |
18,373
+490
| +3% | +$220K | 0.11% | 211 |
|
|
2024
Q1 | $8.49M | Buy |
17,883
+499
| +3% | +$237K | 0.12% | 199 |
|
|
2023
Q4 | $7.81M | Buy |
17,384
+337
| +2% | +$151K | 0.12% | 205 |
|
|
2023
Q3 | $5.84M | Buy |
17,047
+1,473
| +9% | +$504K | 0.1% | 244 |
|
|
2023
Q2 | $5.44M | Buy |
15,574
+1,178
| +8% | +$411K | 0.1% | 239 |
|
|
2023
Q1 | $4.67M | Buy |
14,396
+954
| +7% | +$310K | 0.09% | 283 |
|
|
2022
Q4 | $4.5M | Sell |
13,442
-310
| -2% | -$104K | 0.09% | 274 |
|
|
2022
Q3 | $3.81M | Buy |
13,752
+1,382
| +11% | +$382K | 0.08% | 287 |
|
|
2022
Q2 | $2.99M | Buy |
12,370
+260
| +2% | +$62.9K | 0.06% | 375 |
|
|
2022
Q1 | $3.6M | Sell |
12,110
-1,474
| -11% | -$438K | 0.06% | 367 |
|
|
2021
Q4 | $4.54M | Buy |
13,584
+2,023
| +17% | +$676K | 0.08% | 308 |
|
|
2021
Q3 | $3.51M | Buy |
11,561
+602
| +5% | +$183K | 0.06% | 348 |
|
|
2021
Q2 | $2.65M | Sell |
10,959
-163
| -1% | -$39.5K | 0.05% | 405 |
|
|
2021
Q1 | $2.03M | Buy |
11,122
+582
| +6% | +$106K | 0.04% | 448 |
|
|
2020
Q4 | $1.69M | Buy |
10,540
+1,567
| +17% | +$251K | 0.04% | 475 |
|
|
2020
Q3 | $1.12M | Buy |
+8,973
| New | +$1.12M | 0.03% | 526 |
|
|
2020
Q1 | – | Sell |
-6,067
| Closed | -$935K | – | 864 |
|
|
2019
Q4 | $935K | Buy |
6,067
+3,619
| +148% | +$558K | 0.03% | 559 |
|
|
2019
Q3 | $350K | Buy |
2,448
+159
| +7% | +$22.7K | 0.01% | 669 |
|
|
2019
Q2 | $295K | Buy |
+2,289
| New | +$295K | 0.01% | 744 |
|
|
2018
Q3 | – | Sell |
-1,734
| Closed | -$230K | – | 1008 |
|
|
2018
Q2 | $230K | Buy |
+1,734
| New | +$230K | 0.01% | 841 |
|