Axxcess Wealth Management’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-590
| Closed | -$248K | – | 907 |
|
|
2025
Q1 | $248K | Hold |
590
| – | – | 0.01% | 746 |
|
|
2024
Q4 | $286K | Sell |
590
-34
| -5% | -$16.5K | 0.01% | 683 |
|
|
2024
Q3 | $316K | Sell |
624
-31
| -5% | -$15.7K | 0.01% | 675 |
|
|
2024
Q2 | $294K | Sell |
655
-15
| -2% | -$6.74K | 0.01% | 655 |
|
|
2024
Q1 | $319K | Sell |
670
-444
| -40% | -$212K | 0.01% | 647 |
|
|
2023
Q4 | $503K | Sell |
1,114
-408
| -27% | -$184K | 0.01% | 509 |
|
|
2023
Q3 | $523K | Buy |
+1,522
| New | +$523K | 0.02% | 459 |
|
|
2023
Q1 | – | Sell |
-2,760
| Closed | -$928K | – | 662 |
|
|
2022
Q4 | $928K | Buy |
+2,760
| New | +$928K | 0.08% | 236 |
|