Berger Financial Group’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.58M | Buy |
11,335
+419
| +4% | +$169K | 0.3% | 87 |
|
|
2025
Q1 | $4.58M | Buy |
10,916
+10,399
| +2,011% | +$4.36M | 0.32% | 86 |
|
|
2024
Q4 | $250K | Sell |
517
-9
| -2% | -$4.36K | 0.02% | 355 |
|
|
2024
Q3 | $267K | Buy |
526
+11
| +2% | +$5.57K | 0.02% | 333 |
|
|
2024
Q2 | $231K | Sell |
515
-6
| -1% | -$2.69K | 0.02% | 334 |
|
|
2024
Q1 | $248K | Sell |
521
-59
| -10% | -$28.1K | 0.02% | 319 |
|
|
2023
Q4 | $262K | Sell |
580
-3
| -0.5% | -$1.35K | 0.03% | 254 |
|
|
2023
Q3 | $200K | Sell |
583
-18
| -3% | -$6.19K | 0.02% | 270 |
|
|
2023
Q2 | $211K | Sell |
601
-15
| -2% | -$5.26K | 0.02% | 272 |
|
|
2023
Q1 | $201K | Sell |
616
-16,395
| -96% | -$5.34M | 0.02% | 261 |
|
|
2022
Q4 | $5.72M | Buy |
17,011
+217
| +1% | +$72.9K | 0.75% | 35 |
|
|
2022
Q3 | $4.65M | Buy |
16,794
+409
| +2% | +$113K | 0.68% | 35 |
|
|
2022
Q2 | $3.96M | Buy |
16,385
+534
| +3% | +$129K | 0.58% | 51 |
|
|
2022
Q1 | $4.72M | Sell |
15,851
-6,064
| -28% | -$1.8M | 0.6% | 45 |
|
|
2021
Q4 | $7.33M | Sell |
21,915
-841
| -4% | -$281K | 0.97% | 24 |
|
|
2021
Q3 | $6.92M | Sell |
22,756
-1,116
| -5% | -$339K | 1.25% | 18 |
|
|
2021
Q2 | $5.78M | Sell |
23,872
-254
| -1% | -$61.5K | 1.05% | 23 |
|
|
2021
Q1 | $4.4M | Buy |
+24,126
| New | +$4.4M | 0.96% | 32 |
|