Charles Schwab’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227M | Buy |
562,588
+12,775
| +2% | +$5.16M | 0.04% | 366 |
|
|
2025
Q1 | $231M | Buy |
549,813
+40,607
| +8% | +$17M | 0.04% | 343 |
|
|
2024
Q4 | $247M | Buy |
509,206
+19,195
| +4% | +$9.3M | 0.05% | 322 |
|
|
2024
Q3 | $248M | Buy |
490,011
+3,691
| +0.8% | +$1.87M | 0.05% | 316 |
|
|
2024
Q2 | $218M | Buy |
486,320
+13,655
| +3% | +$6.13M | 0.04% | 355 |
|
|
2024
Q1 | $225M | Buy |
472,665
+10,852
| +2% | +$5.17M | 0.05% | 322 |
|
|
2023
Q4 | $208M | Buy |
461,813
+10,828
| +2% | +$4.88M | 0.05% | 310 |
|
|
2023
Q3 | $155M | Buy |
450,985
+4,774
| +1% | +$1.64M | 0.04% | 352 |
|
|
2023
Q2 | $156M | Buy |
446,211
+4,671
| +1% | +$1.64M | 0.04% | 358 |
|
|
2023
Q1 | $144M | Sell |
441,540
-41,134
| -9% | -$13.4M | 0.04% | 370 |
|
|
2022
Q4 | $162M | Buy |
482,674
+10,441
| +2% | +$3.51M | 0.05% | 329 |
|
|
2022
Q3 | $131M | Buy |
472,233
+2,023
| +0.4% | +$560K | 0.05% | 354 |
|
|
2022
Q2 | $114M | Buy |
470,210
+896
| +0.2% | +$217K | 0.04% | 403 |
|
|
2022
Q1 | $140M | Buy |
469,314
+7,549
| +2% | +$2.25M | 0.04% | 395 |
|
|
2021
Q4 | $154M | Sell |
461,765
-6,237
| -1% | -$2.09M | 0.05% | 376 |
|
|
2021
Q3 | $142M | Sell |
468,002
-268,109
| -36% | -$81.5M | 0.05% | 364 |
|
|
2021
Q2 | $178M | Buy |
736,111
+13,091
| +2% | +$3.17M | 0.06% | 298 |
|
|
2021
Q1 | $132M | Buy |
723,020
+63,308
| +10% | +$11.6M | 0.05% | 356 |
|
|
2020
Q4 | $106M | Buy |
659,712
+5,692
| +0.9% | +$912K | 0.04% | 395 |
|
|
2020
Q3 | $81.7M | Buy |
654,020
+1,478
| +0.2% | +$185K | 0.04% | 419 |
|
|
2020
Q2 | $79.2M | Sell |
652,542
-6,956
| -1% | -$844K | 0.04% | 433 |
|
|
2020
Q1 | $65.7M | Buy |
659,498
+19,149
| +3% | +$1.91M | 0.04% | 421 |
|
|
2019
Q4 | $98.7M | Sell |
640,349
-43,608
| -6% | -$6.72M | 0.05% | 328 |
|
|
2019
Q3 | $97.8M | Buy |
683,957
+23,915
| +4% | +$3.42M | 0.06% | 307 |
|
|
2019
Q2 | $106M | Buy |
660,042
+6,670
| +1% | +$1.07M | 0.06% | 279 |
|
|
2019
Q1 | $99.1M | Buy |
653,372
+81,207
| +14% | +$12.3M | 0.06% | 283 |
|
|
2018
Q4 | $73.1M | Buy |
572,165
+8,803
| +2% | +$1.13M | 0.06% | 317 |
|
|
2018
Q3 | $89.3M | Buy |
563,362
+16,326
| +3% | +$2.59M | 0.06% | 301 |
|
|
2018
Q2 | $72.7M | Buy |
547,036
+32,223
| +6% | +$4.28M | 0.05% | 356 |
|
|
2018
Q1 | $60.6M | Buy |
514,813
+19,057
| +4% | +$2.24M | 0.05% | 382 |
|
|
2017
Q4 | $61.1M | Buy |
495,756
+28,027
| +6% | +$3.45M | 0.05% | 362 |
|
|
2017
Q3 | $58.2M | Buy |
467,729
+15,594
| +3% | +$1.94M | 0.05% | 350 |
|
|
2017
Q2 | $55.8M | Buy |
452,135
+166,751
| +58% | +$20.6M | 0.05% | 349 |
|
|
2017
Q1 | $30.8M | Buy |
285,384
+20,996
| +8% | +$2.27M | 0.03% | 567 |
|
|
2016
Q4 | $26.7M | Buy |
264,388
+18,804
| +8% | +$1.9M | 0.03% | 579 |
|
|
2016
Q3 | $21.7M | Buy |
245,584
+10,439
| +4% | +$923K | 0.03% | 639 |
|
|
2016
Q2 | $22.9M | Buy |
235,145
+14,481
| +7% | +$1.41M | 0.03% | 566 |
|
|
2016
Q1 | $19.7M | Buy |
220,664
+6,875
| +3% | +$614K | 0.03% | 616 |
|
|
2015
Q4 | $19.4M | Buy |
213,789
+12,779
| +6% | +$1.16M | 0.03% | 611 |
|
|
2015
Q3 | $16.9M | Buy |
201,010
+6,930
| +4% | +$582K | 0.02% | 636 |
|
|
2015
Q2 | $16.6M | Buy |
194,080
+9,999
| +5% | +$858K | 0.02% | 663 |
|
|
2015
Q1 | $15.4M | Buy |
184,081
+23,593
| +15% | +$1.98M | 0.02% | 709 |
|
|
2014
Q4 | $13.5M | Buy |
160,488
+2,445
| +2% | +$206K | 0.02% | 701 |
|
|
2014
Q3 | $11.6M | Buy |
158,043
+3,993
| +3% | +$293K | 0.02% | 704 |
|
|
2014
Q2 | $10.9M | Buy |
154,050
+6,616
| +4% | +$467K | 0.02% | 765 |
|
|
2014
Q1 | $10.2M | Buy |
147,434
+11,870
| +9% | +$824K | 0.02% | 789 |
|
|
2013
Q4 | $9.63M | Buy |
135,564
+10,413
| +8% | +$740K | 0.02% | 748 |
|
|
2013
Q3 | $7.48M | Buy |
125,151
+11,261
| +10% | +$673K | 0.02% | 826 |
|
|
2013
Q2 | $6.57M | Buy |
+113,890
| New | +$6.57M | 0.01% | 822 |
|