Bellevue Asset 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 | $2.43K | Sell |
6
-1
| -14% | -$404 | ﹤0.01% | 414 |
|
|
2025
Q1 | $2.94K | Hold |
7
| – | – | ﹤0.01% | 388 |
|
|
2024
Q4 | $3.39K | Hold |
7
| – | – | ﹤0.01% | 397 |
|
|
2024
Q3 | $3.55K | Hold |
7
| – | – | ﹤0.01% | 355 |
|
|
2024
Q2 | $3.14K | Buy |
7
+1
| +17% | +$449 | ﹤0.01% | 365 |
|
|
2024
Q1 | $2.86K | Hold |
6
| – | – | ﹤0.01% | 373 |
|
|
2023
Q4 | $2.71K | Hold |
6
| – | – | ﹤0.01% | 374 |
|
|
2023
Q3 | $2.06K | Buy |
6
+2
| +50% | +$687 | ﹤0.01% | 380 |
|
|
2023
Q2 | $1.4K | Hold |
4
| – | – | ﹤0.01% | 442 |
|
|
2023
Q1 | $1.3K | Hold |
4
| – | – | ﹤0.01% | 468 |
|
|
2022
Q4 | $1.33K | Hold |
4
| – | – | ﹤0.01% | 456 |
|
|
2022
Q3 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 472 |
|
|
2022
Q2 | – | Sell |
-4
| Closed | -$1K | – | 518 |
|
|
2022
Q1 | $1K | Sell |
4
-1
| -20% | -$250 | ﹤0.01% | 515 |
|
|
2021
Q4 | $2K | Hold |
5
| – | – | ﹤0.01% | 499 |
|
|
2021
Q3 | $2K | Sell |
5
-2
| -29% | -$800 | ﹤0.01% | 523 |
|
|
2021
Q2 | $2K | Sell |
7
-5
| -42% | -$1.43K | ﹤0.01% | 526 |
|
|
2021
Q1 | $2K | Sell |
12
-2
| -14% | -$333 | ﹤0.01% | 573 |
|
|
2020
Q4 | $2K | Sell |
14
-2
| -13% | -$286 | ﹤0.01% | 589 |
|
|
2020
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 550 |
|
|
2020
Q2 | $2K | Hold |
16
| – | – | ﹤0.01% | 544 |
|
|
2020
Q1 | $2K | Sell |
16
-3
| -16% | -$375 | ﹤0.01% | 509 |
|
|
2019
Q4 | $3K | Buy |
+19
| New | +$3K | ﹤0.01% | 392 |
|