Avantax Advisory Services’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $651K | Buy |
1,612
+618
| +62% | +$250K | ﹤0.01% | 1429 |
|
|
2025
Q1 | $417K | Buy |
994
+129
| +15% | +$54.1K | ﹤0.01% | 1625 |
|
|
2024
Q4 | $419K | Sell |
865
-800
| -48% | -$387K | ﹤0.01% | 1566 |
|
|
2024
Q3 | $844K | Buy |
1,665
+471
| +39% | +$239K | 0.01% | 1116 |
|
|
2024
Q2 | $536K | Buy |
+1,194
| New | +$536K | ﹤0.01% | 1322 |
|