CAPTRUST Financial Advisors’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Buy |
30,726
+1,672
| +6% | +$676K | 0.03% | 412 |
|
|
2025
Q1 | $12.2M | Buy |
29,054
+22,983
| +379% | +$9.65M | 0.03% | 383 |
|
|
2024
Q4 | $2.94M | Sell |
6,071
-1,022
| -14% | -$495K | 0.01% | 719 |
|
|
2024
Q3 | $3.59M | Buy |
7,093
+237
| +3% | +$120K | 0.01% | 626 |
|
|
2024
Q2 | $3.08M | Buy |
6,856
+1,078
| +19% | +$484K | 0.01% | 658 |
|
|
2024
Q1 | $2.75M | Sell |
5,778
-789
| -12% | -$376K | 0.01% | 681 |
|
|
2023
Q4 | $2.96M | Sell |
6,567
-441
| -6% | -$199K | 0.01% | 743 |
|
|
2023
Q3 | $2.41M | Buy |
7,008
+185
| +3% | +$63.6K | 0.01% | 794 |
|
|
2023
Q2 | $2.39M | Buy |
6,823
+2,778
| +69% | +$973K | 0.01% | 761 |
|
|
2023
Q1 | $1.32M | Buy |
4,045
+10
| +0.2% | +$3.26K | 0.01% | 901 |
|
|
2022
Q4 | $1.36M | Sell |
4,035
-1,019
| -20% | -$343K | 0.01% | 845 |
|
|
2022
Q3 | $1.4M | Buy |
5,054
+1,507
| +42% | +$417K | 0.01% | 791 |
|
|
2022
Q2 | $858K | Buy |
3,547
+1,303
| +58% | +$315K | 0.01% | 909 |
|
|
2022
Q1 | $668K | Buy |
2,244
+839
| +60% | +$250K | ﹤0.01% | 1017 |
|
|
2021
Q4 | $470K | Buy |
1,405
+261
| +23% | +$87.3K | ﹤0.01% | 1156 |
|
|
2021
Q3 | $348K | Buy |
1,144
+657
| +135% | +$200K | ﹤0.01% | 1218 |
|
|
2021
Q2 | $118K | Buy |
487
+22
| +5% | +$5.33K | ﹤0.01% | 1898 |
|
|
2021
Q1 | $85K | Buy |
465
+191
| +70% | +$34.9K | ﹤0.01% | 2074 |
|
|
2020
Q4 | $44K | Hold |
274
| – | – | ﹤0.01% | 1887 |
|
|
2020
Q3 | $34K | Buy |
274
+202
| +281% | +$25.1K | ﹤0.01% | 1756 |
|
|
2020
Q2 | $9K | Buy |
+72
| New | +$9K | ﹤0.01% | 2217 |
|
|
2019
Q4 | – | Sell |
-677
| Closed | -$97K | – | 1398 |
|
|
2019
Q3 | $97K | Sell |
677
-992
| -59% | -$142K | ﹤0.01% | 787 |
|
|
2019
Q2 | $269K | Sell |
1,669
-1,162
| -41% | -$187K | 0.01% | 503 |
|
|
2019
Q1 | $429K | Buy |
2,831
+2,791
| +6,978% | +$423K | 0.02% | 387 |
|
|
2018
Q4 | $5K | Buy |
40
+24
| +150% | +$3K | ﹤0.01% | 1331 |
|
|
2018
Q3 | $3K | Sell |
16
-193
| -92% | -$36.2K | ﹤0.01% | 1439 |
|
|
2018
Q2 | $28K | Sell |
209
-261
| -56% | -$35K | ﹤0.01% | 850 |
|
|
2018
Q1 | $55K | Buy |
470
+55
| +13% | +$6.44K | ﹤0.01% | 582 |
|
|
2017
Q4 | $51K | Buy |
+415
| New | +$51K | ﹤0.01% | 588 |
|