Cassaday & Co Wealth Management’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Buy |
+585
| New | +$236K | 0.01% | 307 |
|
|
2025
Q1 | – | Sell |
-460
| Closed | -$223K | – | 330 |
|
|
2024
Q4 | $223K | Hold |
460
| – | – | 0.01% | 302 |
|
|
2024
Q3 | $233K | Hold |
460
| – | – | 0.01% | 280 |
|
|
2024
Q2 | $207K | Sell |
460
-43
| -9% | -$19.3K | 0.01% | 271 |
|
|
2024
Q1 | $240K | Buy |
503
+8
| +2% | +$3.81K | 0.01% | 260 |
|
|
2023
Q4 | $223K | Buy |
+495
| New | +$223K | 0.01% | 253 |
|