Checchi Capital Advisers’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $229K | Buy |
1,447
+262
| +22% | +$48.2K | 0.02% | 551 |
|
|
2025
Q4 | $299K | Sell |
1,185
-39
| -3% | -$9.39K | 0.02% | 433 |
|
|
2025
Q3 | $322K | Sell |
1,224
-170
| -12% | -$49.6K | 0.02% | 426 |
|
|
2025
Q2 | $563K | Buy |
1,394
+15
| +1% | +$6.28K | 0.04% | 310 |
|
|
2025
Q1 | $579K | Hold |
1,379
| – | – | 0.04% | 302 |
|
|
2024
Q4 | $668K | Sell |
1,379
-156
| -10% | -$80.4K | 0.05% | 268 |
|
|
2024
Q3 | $778K | Buy |
1,535
+6
| +0.4% | +$2.88K | 0.06% | 236 |
|
|
2024
Q2 | $687K | Buy |
1,529
+20
| +1% | +$8.9K | 0.05% | 256 |
|
|
2024
Q1 | $719K | Buy |
1,509
+2
| +0.1% | +$920 | 0.06% | 248 |
|
|
2023
Q4 | $680K | Buy |
1,507
+388
| +35% | +$155K | 0.06% | 241 |
|
|
2023
Q3 | $385K | Buy |
1,119
+56
| +5% | +$19.5K | 0.04% | 348 |
|
|
2023
Q2 | $372K | Sell |
1,063
-4
| -0.4% | -$1.3K | 0.03% | 357 |
|
|
2023
Q1 | $348K | Sell |
1,067
-16
| -1% | -$5.29K | 0.03% | 371 |
|
|
2022
Q4 | $364K | Sell |
1,083
-153
| -12% | -$49.4K | 0.04% | 339 |
|
|
2022
Q3 | $342K | Sell |
1,236
-24
| -2% | -$6.73K | 0.04% | 353 |
|
|
2022
Q2 | $335K | Buy |
1,260
+201
| +19% | +$53.5K | 0.03% | 393 |
|
|
2022
Q1 | $315K | Buy |
1,059
+34
| +3% | +$9.84K | 0.03% | 395 |
|
|
2021
Q4 | $343K | Buy |
1,025
+13
| +1% | +$4.18K | 0.04% | 358 |
|
|
2021
Q3 | $308K | Sell |
1,012
-235
| -19% | -$68.1K | 0.04% | 359 |
|
|
2021
Q2 | $302K | Sell |
1,247
-254
| -17% | -$55.6K | 0.04% | 363 |
|
|
2021
Q1 | $274K | Buy |
1,501
+178
| +13% | +$30.9K | 0.04% | 400 |
|
|
2020
Q4 | $212K | Buy |
+1,323
| New | +$191K | 0.03% | 453 |
|
|
2018
Q4 | – | Sell |
-1,406
| Closed | -$223K | – | 413 |
|
|
2018
Q3 | $223K | Buy |
+1,406
| New | +$204K | 0.05% | 382 |
|
|
2016
Q3 | – | Sell |
-1,180
| Closed | -$115K | – | 795 |
|
|
2016
Q2 | $115K | Sell |
1,180
-37
| -3% | -$3.52K | 0.03% | 525 |
|
|
2016
Q1 | $109K | Buy |
+1,217
| New | +$103K | 0.03% | 554 |
|
Other funds holding IT
IFP
VCM
VPM
