Carson Wealth (CWM LLC)’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.5M | Buy |
91,884
+34,200
| +59% | +$6.29M | 0.04% | 425 |
|
|
2025
Q4 | $14.6M | Buy |
57,684
+26,734
| +86% | +$6.43M | 0.04% | 403 |
|
|
2025
Q3 | $8.14M | Buy |
30,950
+21,489
| +227% | +$6.27M | 0.02% | 538 |
|
|
2025
Q2 | $3.82M | Buy |
9,461
+3,261
| +53% | +$1.36M | 0.01% | 680 |
|
|
2025
Q1 | $2.6M | Sell |
6,200
-400
| -6% | -$197K | 0.01% | 742 |
|
|
2024
Q4 | $3.2M | Sell |
6,600
-394
| -6% | -$203K | 0.01% | 597 |
|
|
2024
Q3 | $3.54M | Buy |
6,994
+1,040
| +17% | +$500K | 0.02% | 529 |
|
|
2024
Q2 | $2.67M | Sell |
5,954
-188
| -3% | -$83.6K | 0.01% | 568 |
|
|
2024
Q1 | $2.93M | Buy |
6,142
+931
| +18% | +$428K | 0.01% | 535 |
|
|
2023
Q4 | $2.35M | Buy |
5,211
+15
| +0.3% | +$5.99K | 0.01% | 545 |
|
|
2023
Q3 | $1.78M | Buy |
5,196
+269
| +5% | +$93.8K | 0.01% | 572 |
|
|
2023
Q2 | $1.73M | Buy |
4,927
+2,731
| +124% | +$889K | 0.01% | 551 |
|
|
2023
Q1 | $715K | Buy |
2,196
+68
| +3% | +$22.5K | ﹤0.01% | 773 |
|
|
2022
Q4 | $715K | Buy |
2,128
+36
| +2% | +$11.6K | 0.01% | 705 |
|
|
2022
Q3 | $579K | Buy |
2,092
+226
| +12% | +$63.4K | ﹤0.01% | 706 |
|
|
2022
Q2 | $451K | Buy |
1,866
+217
| +13% | +$57.7K | ﹤0.01% | 768 |
|
|
2022
Q1 | $491K | Buy |
1,649
+624
| +61% | +$181K | ﹤0.01% | 738 |
|
|
2021
Q4 | $343K | Buy |
+1,025
| New | +$330K | ﹤0.01% | 832 |
|
|
2021
Q2 | $71K | Hold |
293
| – | – | ﹤0.01% | 1259 |
|
|
2021
Q1 | $71K | Hold |
293
| – | – | ﹤0.01% | 1259 |
|
|
2020
Q4 | $71K | Hold |
293
| – | – | ﹤0.01% | 1259 |
|
|
2020
Q3 | $71K | Hold |
293
| – | – | ﹤0.01% | 1259 |
|
|
2020
Q2 | $71K | Hold |
293
| – | – | ﹤0.01% | 1259 |
|
|
2020
Q1 | $71K | Hold |
293
| – | – | ﹤0.01% | 1259 |
|
|
2019
Q4 | $71K | Hold |
293
| – | – | ﹤0.01% | 1259 |
|
|
2019
Q3 | $71K | Hold |
293
| – | – | ﹤0.01% | 1259 |
|
|
2019
Q2 | $71K | Hold |
293
| – | – | ﹤0.01% | 1259 |
|
|
2019
Q1 | $71K | Buy |
293
+128
| +78% | +$17.8K | ﹤0.01% | 1259 |
|
|
2018
Q4 | $21K | Buy |
165
+2
| +1% | +$289 | ﹤0.01% | 1121 |
|
|
2018
Q3 | $26K | Buy |
163
+3
| +2% | +$435 | ﹤0.01% | 895 |
|
|
2018
Q2 | $21K | Buy |
160
+141
| +742% | +$18.1K | ﹤0.01% | 830 |
|
|
2018
Q1 | $2K | Buy |
+19
| New | +$2.37K | ﹤0.01% | 1179 |
|
Other funds holding IT
IFP
VCM
VPM
