Beacon Pointe Advisors’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $806K | Sell |
1,994
-359
| -15% | -$145K | 0.01% | 728 |
|
|
2025
Q1 | $988K | Buy |
2,353
+551
| +31% | +$231K | 0.01% | 637 |
|
|
2024
Q4 | $873K | Sell |
1,802
-226
| -11% | -$109K | 0.01% | 666 |
|
|
2024
Q3 | $1.03M | Sell |
2,028
-207
| -9% | -$105K | 0.01% | 625 |
|
|
2024
Q2 | $1M | Sell |
2,235
-301
| -12% | -$135K | 0.01% | 638 |
|
|
2024
Q1 | $1.21M | Buy |
2,536
+96
| +4% | +$45.8K | 0.01% | 634 |
|
|
2023
Q4 | $1.1M | Sell |
2,440
-67
| -3% | -$30.2K | 0.01% | 627 |
|
|
2023
Q3 | $861K | Buy |
+2,507
| New | +$861K | 0.01% | 673 |
|
|
2022
Q2 | – | Sell |
-8,485
| Closed | -$2.52M | – | 1141 |
|
|
2022
Q1 | $2.52M | Buy |
8,485
+6,626
| +356% | +$1.97M | 0.03% | 402 |
|
|
2021
Q4 | $621K | Buy |
+1,859
| New | +$621K | 0.02% | 496 |
|
|
2021
Q3 | – | Sell |
-1,653
| Closed | -$400K | – | 935 |
|
|
2021
Q2 | $400K | Buy |
+1,653
| New | +$400K | 0.01% | 557 |
|