Capital Asset Advisory Services’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $250K | Hold |
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|
2024
Q4 | $287K | Sell |
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|
2024
Q3 | $321K | Sell |
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|
2024
Q2 | $293K | Sell |
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|
2024
Q1 | $313K | Sell |
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|
2023
Q4 | $503K | Sell |
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|
2023
Q3 | $533K | Sell |
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|
2023
Q2 | $643K | Sell |
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|
2023
Q1 | $579K | Sell |
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|
2022
Q4 | $652K | Sell |
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|
2022
Q3 | $930K | Sell |
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|
2022
Q2 | $1.08M | Buy |
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|
2022
Q1 | $876K | Buy |
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|
2021
Q4 | $698K | Buy |
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|
2021
Q3 | $434K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $10K | Buy |
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