Beaird Harris 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
$809 Buy
+2
New +$809 ﹤0.01% 571
2024
Q3
Sell
-1
Closed -$288 634
2024
Q2
$288 Buy
+1
New +$288 ﹤0.01% 645
2023
Q1
Sell
-67
Closed -$22.5K 602
2022
Q4
$22.5K Buy
+67
New +$22.5K ﹤0.01% 242