BAM
Bell Asset Management’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.76M | Buy |
+11,782
| New | +$4.76M | 1.05% | 38 |
|
|
2018
Q4 | – | Sell |
-34,105
| Closed | -$5.41M | – | 63 |
|
|
2018
Q3 | $5.41M | Sell |
34,105
-2,703
| -7% | -$428K | 1.12% | 54 |
|
|
2018
Q2 | $4.9M | Buy |
36,808
+5,016
| +16% | +$668K | 1.18% | 51 |
|
|
2018
Q1 | $4.88M | Hold |
31,792
| – | – | 0.98% | 58 |
|
|
2017
Q4 | $3.92M | Buy |
+31,792
| New | +$3.92M | 0.94% | 59 |
|