Ballentine Partners’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Buy |
589
+105
| +22% | +$42.4K | ﹤0.01% | 801 |
|
|
2025
Q1 | $203K | Buy |
484
+11
| +2% | +$4.62K | ﹤0.01% | 803 |
|
|
2024
Q4 | $229K | Buy |
473
+46
| +11% | +$22.3K | ﹤0.01% | 726 |
|
|
2024
Q3 | $216K | Sell |
427
-49
| -10% | -$24.8K | ﹤0.01% | 719 |
|
|
2024
Q2 | $214K | Buy |
+476
| New | +$214K | ﹤0.01% | 673 |
|