Bartlett & Co 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 | $29.7K | Sell |
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|
2025
Q2 | $67.9K | Buy |
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|
2025
Q1 | $70.1K | Buy |
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|
2024
Q4 | $51.4K | Sell |
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|
2024
Q3 | $79.1K | Hold |
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|
2024
Q2 | $70.1K | Sell |
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|
2024
Q1 | $106K | Hold |
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|
2023
Q4 | $101K | Hold |
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|
2023
Q3 | $76.6K | Hold |
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|
2023
Q2 | $78.1K | Hold |
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|
2023
Q1 | $72.6K | Hold |
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|
2022
Q4 | $75K | Buy |
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|
2022
Q3 | $58.1K | Sell |
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|
2022
Q2 | $66K | Buy |
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|
2022
Q1 | $60.1K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $61.4K | Sell |
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|
2021
Q2 | $50.1K | Hold |
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|
2021
Q1 | $37.8K | Hold |
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|
2020
Q4 | $33.2K | Buy |
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|
2020
Q3 | $25.2K | Hold |
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|
2020
Q2 | $24.5K | Hold |
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|
2020
Q1 | $20.1K | Hold |
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|
2019
Q4 | $31.1K | Hold |
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|
2019
Q3 | $28.9K | Buy |
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