Carolinas Wealth Consulting’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14
| Closed | -$5.88K | – | 466 |
|
|
2025
Q1 | $5.88K | Sell |
14
-1
| -7% | -$420 | ﹤0.01% | 586 |
|
|
2024
Q4 | $7.27K | Hold |
15
| – | – | ﹤0.01% | 584 |
|
|
2024
Q3 | $7.6K | Buy |
15
+2
| +15% | +$1.01K | ﹤0.01% | 600 |
|
|
2024
Q2 | $5.84K | Sell |
13
-1
| -7% | -$449 | ﹤0.01% | 628 |
|
|
2024
Q1 | $6.67K | Sell |
14
-5
| -26% | -$2.38K | ﹤0.01% | 613 |
|
|
2023
Q4 | $8.57K | Sell |
19
-108
| -85% | -$48.7K | ﹤0.01% | 558 |
|
|
2023
Q3 | $42.2K | Sell |
127
-8
| -6% | -$2.66K | 0.01% | 331 |
|
|
2023
Q2 | $47.3K | Sell |
135
-35
| -21% | -$12.3K | 0.01% | 352 |
|
|
2023
Q1 | $55.4K | Sell |
170
-57
| -25% | -$18.6K | 0.01% | 340 |
|
|
2022
Q4 | $76.3K | Hold |
227
| – | – | 0.02% | 297 |
|
|
2022
Q3 | $63K | Hold |
227
| – | – | 0.02% | 297 |
|
|
2022
Q2 | $55K | Buy |
227
+96
| +73% | +$23.3K | 0.01% | 313 |
|
|
2022
Q1 | $39K | Buy |
+131
| New | +$39K | 0.01% | 382 |
|