Atria Wealth Solutions’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,123
| Closed | -$471K | – | 1693 |
|
|
2025
Q1 | $471K | Hold |
1,123
| – | – | 0.01% | 1220 |
|
|
2024
Q4 | $544K | Sell |
1,123
-2,038
| -64% | -$987K | 0.01% | 1217 |
|
|
2024
Q3 | $1.6M | Buy |
3,161
+74
| +2% | +$37.5K | 0.02% | 717 |
|
|
2024
Q2 | $1.39M | Buy |
3,087
+88
| +3% | +$39.5K | 0.02% | 759 |
|
|
2024
Q1 | $1.43M | Sell |
2,999
-544
| -15% | -$259K | 0.02% | 751 |
|
|
2023
Q4 | $1.6M | Buy |
3,543
+854
| +32% | +$385K | 0.02% | 675 |
|
|
2023
Q3 | $924K | Buy |
2,689
+69
| +3% | +$23.7K | 0.01% | 847 |
|
|
2023
Q2 | $918K | Buy |
2,620
+88
| +3% | +$30.8K | 0.01% | 870 |
|
|
2023
Q1 | $825K | Buy |
2,532
+279
| +12% | +$90.9K | 0.01% | 873 |
|
|
2022
Q4 | $757K | Buy |
2,253
+905
| +67% | +$304K | 0.01% | 884 |
|
|
2022
Q3 | $373K | Buy |
1,348
+275
| +26% | +$76.1K | 0.01% | 1172 |
|
|
2022
Q2 | $259K | Buy |
+1,073
| New | +$259K | ﹤0.01% | 1268 |
|