Carolinas Wealth Consulting’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
2025
Q1
$5.88K Sell
2024
Q4
$7.27K Hold
2024
Q3
$7.6K Buy
2024
Q2
$5.84K Sell
2024
Q1
$6.67K Sell
2023
Q4
$8.57K Sell
2023
Q3
$42.2K Sell
2023
Q2
$47.3K Sell
2023
Q1
$55.4K Sell
2022
Q4
$76.3K Hold
2022
Q3
$63K Hold
2022
Q2
$55K Buy
2022
Q1
$39K Buy