Castleview Partners’s Gartner IT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$251K Buy
2025
Q1
$256K Sell
2024
Q4
$295K Sell
2024
Q3
$481K Sell
2024
Q2
$429K Sell
2024
Q1
$488K Buy
2023
Q4
$433K Sell
2023
Q3
$339K Buy
2023
Q2
$332K Sell
2023
Q1
$376K Sell
2022
Q4
$399K Sell
2022
Q3
$331K Buy
2022
Q2
$166K Sell
2022
Q1
$354K Sell
2021
Q4
$2.88K Buy
2021
Q2
$577K Buy