Baron Wealth Management’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Buy |
652
+91
| +16% | +$36.8K | 0.09% | 161 |
|
|
2025
Q1 | $235K | Buy |
561
+90
| +19% | +$37.8K | 0.1% | 164 |
|
|
2024
Q4 | $228K | Sell |
471
-10
| -2% | -$4.85K | 0.11% | 159 |
|
|
2024
Q3 | $244K | Buy |
481
+19
| +4% | +$9.63K | 0.12% | 157 |
|
|
2024
Q2 | $207K | Buy |
462
+1
| +0.2% | +$449 | 0.11% | 163 |
|
|
2024
Q1 | $220K | Sell |
461
-20
| -4% | -$9.53K | 0.12% | 164 |
|
|
2023
Q4 | $217K | Sell |
481
-106
| -18% | -$47.8K | 0.12% | 156 |
|
|
2023
Q3 | $202K | Hold |
587
| – | – | 0.13% | 132 |
|
|
2023
Q2 | $206K | Sell |
587
-43
| -7% | -$15.1K | 0.13% | 135 |
|
|
2023
Q1 | $205K | Hold |
630
| – | – | 0.15% | 128 |
|
|
2022
Q4 | $212K | Buy |
+630
| New | +$212K | 0.16% | 121 |
|