Cerity Partners’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.91M | Sell |
14,629
-745
| -5% | -$301K | 0.01% | 736 |
|
|
2025
Q1 | $6.45M | Sell |
15,374
-590
| -4% | -$248K | 0.01% | 626 |
|
|
2024
Q4 | $7.89M | Sell |
15,964
-1,204
| -7% | -$595K | 0.02% | 569 |
|
|
2024
Q3 | $8.7M | Buy |
17,168
+10,729
| +167% | +$5.44M | 0.02% | 525 |
|
|
2024
Q2 | $2.89M | Sell |
6,439
-5,369
| -45% | -$2.41M | 0.01% | 770 |
|
|
2024
Q1 | $5.63M | Buy |
11,808
+7,779
| +193% | +$3.71M | 0.01% | 623 |
|
|
2023
Q4 | $1.82M | Buy |
4,029
+1,014
| +34% | +$457K | 0.01% | 789 |
|
|
2023
Q3 | $1.04M | Buy |
3,015
+1,185
| +65% | +$407K | 0.01% | 744 |
|
|
2023
Q2 | $641K | Sell |
1,830
-122
| -6% | -$42.7K | ﹤0.01% | 1085 |
|
|
2023
Q1 | $636K | Buy |
1,952
+341
| +21% | +$111K | ﹤0.01% | 1175 |
|
|
2022
Q4 | $542K | Buy |
1,611
+391
| +32% | +$131K | ﹤0.01% | 909 |
|
|
2022
Q3 | $338K | Buy |
1,220
+47
| +4% | +$13K | ﹤0.01% | 848 |
|
|
2022
Q2 | $284K | Buy |
+1,173
| New | +$284K | ﹤0.01% | 926 |
|
|
2022
Q1 | – | Sell |
-1,061
| Closed | -$357K | – | 1020 |
|
|
2021
Q4 | $357K | Buy |
+1,061
| New | +$357K | 0.01% | 716 |
|
|
2019
Q2 | – | Sell |
-2,256
| Closed | -$342K | – | 536 |
|
|
2019
Q1 | $342K | Buy |
2,256
+277
| +14% | +$42K | 0.02% | 396 |
|
|
2018
Q4 | $253K | Buy |
1,979
+487
| +33% | +$62.3K | 0.02% | 435 |
|
|
2018
Q3 | $236K | Buy |
+1,492
| New | +$236K | 0.02% | 480 |
|