Berger Financial Group’s Gartner IT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$4.58M Buy
2025
Q1
$4.58M Buy
2024
Q4
$250K Sell
2024
Q3
$267K Buy
2024
Q2
$231K Sell
2024
Q1
$248K Sell
2023
Q4
$262K Sell
2023
Q3
$200K Sell
2023
Q2
$211K Sell
2023
Q1
$201K Sell
2022
Q4
$5.72M Buy
2022
Q3
$4.65M Buy
2022
Q2
$3.96M Buy
2022
Q1
$4.71M Sell
2021
Q4
$7.33M Sell
2021
Q3
$6.92M Sell
2021
Q2
$5.78M Sell
2021
Q1
$4.4M Buy