BMCM
Burns Matteson Capital Management’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Sell |
654
-22
| -3% | -$8.89K | 0.13% | 144 |
|
|
2025
Q1 | $284K | Sell |
676
-137
| -17% | -$57.5K | 0.15% | 124 |
|
|
2024
Q4 | $394K | Sell |
813
-28
| -3% | -$13.6K | 0.22% | 91 |
|
|
2024
Q3 | $426K | Sell |
841
-21
| -2% | -$10.6K | 0.24% | 72 |
|
|
2024
Q2 | $387K | Sell |
862
-75
| -8% | -$33.7K | 0.24% | 73 |
|
|
2024
Q1 | $447K | Buy |
937
+486
| +108% | +$232K | 0.29% | 73 |
|
|
2023
Q4 | $204K | Buy |
+451
| New | +$204K | 0.14% | 129 |
|
|
2022
Q4 | – | Sell |
-975
| Closed | -$270K | – | 159 |
|
|
2022
Q3 | $270K | Sell |
975
-1,465
| -60% | -$405K | 0.2% | 71 |
|
|
2022
Q2 | $590K | Buy |
+2,440
| New | +$590K | 0.41% | 65 |
|