BTWM
Baker Tilly Wealth Management’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388K | Sell |
961
-83
| -8% | -$33.6K | 0.14% | 155 |
|
|
2025
Q1 | $438K | Sell |
1,044
-36
| -3% | -$15.1K | 0.17% | 130 |
|
|
2024
Q4 | $523K | Sell |
1,080
-64
| -6% | -$31K | 0.21% | 113 |
|
|
2024
Q3 | $580K | Buy |
1,144
+45
| +4% | +$22.8K | 0.26% | 97 |
|
|
2024
Q2 | $494K | Sell |
1,099
-2,013
| -65% | -$904K | 0.2% | 122 |
|
|
2024
Q1 | $1.48M | Sell |
3,112
-132
| -4% | -$62.9K | 0.27% | 89 |
|
|
2023
Q4 | $1.46M | Sell |
3,244
-289
| -8% | -$130K | 0.24% | 95 |
|
|
2023
Q3 | $1.21M | Sell |
3,533
-1,697
| -32% | -$583K | 0.2% | 106 |
|
|
2023
Q2 | $1.83M | Sell |
5,230
-1,161
| -18% | -$407K | 0.19% | 113 |
|
|
2023
Q1 | $2.08M | Sell |
6,391
-1,293
| -17% | -$421K | 0.23% | 95 |
|
|
2022
Q4 | $2.58M | Buy |
7,684
+174
| +2% | +$58.5K | 0.32% | 75 |
|
|
2022
Q3 | $2.08M | Sell |
7,510
-130
| -2% | -$36K | 0.28% | 76 |
|
|
2022
Q2 | $1.85M | Sell |
7,640
-2,288
| -23% | -$553K | 0.24% | 90 |
|
|
2022
Q1 | $2.95M | Buy |
9,928
+263
| +3% | +$78.2K | 0.33% | 68 |
|
|
2021
Q4 | $3.23M | Buy |
9,665
+1,527
| +19% | +$510K | 0.35% | 59 |
|
|
2021
Q3 | $2.47M | Buy |
8,138
+848
| +12% | +$258K | 0.33% | 60 |
|
|
2021
Q2 | $1.77M | Sell |
7,290
-1,729
| -19% | -$419K | 0.28% | 78 |
|
|
2021
Q1 | $1.65M | Buy |
9,019
+2,714
| +43% | +$495K | 0.34% | 71 |
|
|
2020
Q4 | $1.01M | Buy |
+6,305
| New | +$1.01M | 0.31% | 80 |
|