Baker Tilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $388K | Sell |
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|
2025
Q1 | $438K | Sell |
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|
2024
Q4 | $523K | Sell |
|
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|
2024
Q3 | $580K | Buy |
|
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|
2024
Q2 | $494K | Sell |
|
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|
2024
Q1 | $1.48M | Sell |
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|
2023
Q4 | $1.46M | Sell |
|
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|
2023
Q3 | $1.21M | Sell |
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|
2023
Q2 | $1.83M | Sell |
|
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|
2023
Q1 | $2.08M | Sell |
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|
2022
Q4 | $2.58M | Buy |
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|
2022
Q3 | $2.08M | Sell |
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|
2022
Q2 | $1.85M | Sell |
|
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|
2022
Q1 | $2.95M | Buy |
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|
2021
Q4 | $3.23M | Buy |
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|
2021
Q3 | $2.47M | Buy |
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|
2021
Q2 | $1.77M | Sell |
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|
2021
Q1 | $1.65M | Buy |
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|
2020
Q4 | $1.01M | Buy |
|