Bell Investment 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 | $52.1K | Buy |
129
+3
| +2% | +$1.21K | 0.01% | 239 |
|
|
2025
Q1 | $52.9K | Hold |
126
| – | – | 0.01% | 219 |
|
|
2024
Q4 | $61K | Hold |
126
| – | – | 0.01% | 198 |
|
|
2024
Q3 | $63.9K | Sell |
126
-3
| -2% | -$1.52K | 0.01% | 189 |
|
|
2024
Q2 | $57.9K | Buy |
129
+4
| +3% | +$1.8K | 0.01% | 195 |
|
|
2024
Q1 | $59.6K | Hold |
125
| – | – | 0.01% | 185 |
|
|
2023
Q4 | $56.4K | Hold |
125
| – | – | 0.01% | 181 |
|
|
2023
Q3 | $43K | Sell |
125
-7
| -5% | -$2.41K | 0.01% | 193 |
|
|
2023
Q2 | $46.2K | Sell |
132
-9
| -6% | -$3.15K | 0.01% | 176 |
|
|
2023
Q1 | $45.9K | Buy |
141
+4
| +3% | +$1.3K | 0.01% | 173 |
|
|
2022
Q4 | $46.1K | Buy |
137
+1
| +0.7% | +$336 | 0.01% | 176 |
|
|
2022
Q3 | $38K | Sell |
136
-9
| -6% | -$2.52K | 0.01% | 166 |
|
|
2022
Q2 | $35K | Buy |
+145
| New | +$35K | 0.01% | 174 |
|
|
2021
Q4 | $46K | Buy |
138
+18
| +15% | +$6K | 0.01% | 168 |
|
|
2021
Q3 | $36K | Buy |
+120
| New | +$36K | 0.01% | 184 |
|