Avitas Wealth Management’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $871K | Sell |
|
|||||
|
2024
Q3 | $936K | Sell |
|
|||||
|
2024
Q2 | $894K | Sell |
|
|||||
|
2024
Q1 | $1.01M | Sell |
|
|||||
|
2023
Q4 | $963K | Sell |
|
|||||
|
2023
Q3 | $737K | Sell |
|
|||||
|
2023
Q2 | $775K | Sell |
|
|||||
|
2023
Q1 | $733K | Sell |
|
|||||
|
2022
Q4 | $784K | Sell |
|
|||||
|
2022
Q3 | $648K | Buy |
|
|||||
|
2022
Q2 | $564K | Sell |
|
|||||
|
2022
Q1 | $709K | Sell |
|
|||||
|
2021
Q4 | $1.65M | Buy |
|
|||||
|
2021
Q3 | $1.45M | Sell |
|
|||||
|
2021
Q2 | $1.16M | Buy |
|
|||||
|
2021
Q1 | $841K | Buy |
|