Caldwell Trust’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 | $52.6K | Hold |
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|
2025
Q2 | $80.8K | Hold |
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|
2025
Q1 | $83.9K | Hold |
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|
2024
Q4 | $96.9K | Hold |
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|
2024
Q3 | $101K | Hold |
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|
2024
Q2 | $89.8K | Hold |
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|
2024
Q1 | $95.3K | Hold |
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|
2023
Q4 | $90.2K | Hold |
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|
2023
Q3 | $68.7K | Hold |
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|
2023
Q2 | $70.1K | Hold |
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|
2023
Q1 | $65.2K | Hold |
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|
2022
Q4 | $67.2K | Hold |
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|
2022
Q3 | $55.3K | Hold |
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|
2022
Q2 | $48.4K | Hold |
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|
2022
Q1 | $59.5K | Hold |
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|
2021
Q4 | $66.9K | Hold |
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|
2021
Q3 | $60.8K | Hold |
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|
2021
Q2 | $48.4K | Hold |
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|
2021
Q1 | $36.5K | Hold |
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|
2020
Q4 | $32K | Hold |
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|
2020
Q3 | $25K | Hold |
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|
2020
Q2 | $24.3K | Hold |
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|
2020
Q1 | $19.9K | Hold |
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|
2019
Q4 | $30.8K | Buy |
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