Cary Street Partners Investment Advisory’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Buy |
547
+12
| +2% | +$4.85K | 0.11% | 214 |
|
|
2025
Q1 | $225K | Buy |
535
+39
| +8% | +$16.4K | 0.13% | 193 |
|
|
2024
Q4 | $240K | Sell |
496
-43
| -8% | -$20.8K | 0.16% | 150 |
|
|
2024
Q3 | $273K | Buy |
539
+10
| +2% | +$5.07K | 0.01% | 645 |
|
|
2024
Q2 | $238K | Buy |
529
+20
| +4% | +$8.98K | 0.01% | 663 |
|
|
2024
Q1 | $243K | Buy |
+509
| New | +$243K | 0.01% | 609 |
|
|
2023
Q4 | – | Sell |
-87
| Closed | -$29.9K | – | 1219 |
|
|
2023
Q3 | $29.9K | Buy |
87
+68
| +358% | +$23.4K | ﹤0.01% | 997 |
|
|
2023
Q2 | $6.66K | Sell |
19
-10
| -34% | -$3.5K | ﹤0.01% | 1334 |
|
|
2023
Q1 | $9.45K | Sell |
29
-50
| -63% | -$16.3K | ﹤0.01% | 1165 |
|
|
2022
Q4 | $26.6K | Buy |
+79
| New | +$26.6K | ﹤0.01% | 897 |
|
|
2020
Q4 | – | Sell |
-81
| Closed | -$10K | – | 610 |
|
|
2020
Q3 | $10K | Buy |
+81
| New | +$10K | ﹤0.01% | 763 |
|