Chevy Chase Trust’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.5M | Buy |
40,729
+440
| +1% | +$178K | 0.05% | 297 |
|
|
2025
Q1 | $16.9M | Sell |
40,289
-191
| -0.5% | -$80.2K | 0.05% | 287 |
|
|
2024
Q4 | $19.6M | Sell |
40,480
-838
| -2% | -$406K | 0.06% | 263 |
|
|
2024
Q3 | $20.9M | Sell |
41,318
-1,066
| -3% | -$540K | 0.06% | 258 |
|
|
2024
Q2 | $19M | Sell |
42,384
-902
| -2% | -$405K | 0.06% | 263 |
|
|
2024
Q1 | $20.6M | Sell |
43,286
-378
| -0.9% | -$180K | 0.07% | 256 |
|
|
2023
Q4 | $19.7M | Sell |
43,664
-767
| -2% | -$346K | 0.07% | 255 |
|
|
2023
Q3 | $15.3M | Sell |
44,431
-1,162
| -3% | -$399K | 0.06% | 283 |
|
|
2023
Q2 | $16M | Sell |
45,593
-451
| -1% | -$158K | 0.06% | 291 |
|
|
2023
Q1 | $15M | Buy |
46,044
+472
| +1% | +$154K | 0.06% | 298 |
|
|
2022
Q4 | $15.3M | Sell |
45,572
-2,846
| -6% | -$957K | 0.07% | 280 |
|
|
2022
Q3 | $13.4M | Sell |
48,418
-341
| -0.7% | -$94.4K | 0.06% | 298 |
|
|
2022
Q2 | $11.8M | Sell |
48,759
-807
| -2% | -$195K | 0.05% | 340 |
|
|
2022
Q1 | $14.7M | Buy |
49,566
+124
| +0.3% | +$36.9K | 0.05% | 321 |
|
|
2021
Q4 | $16.5M | Sell |
49,442
-2,039
| -4% | -$682K | 0.05% | 309 |
|
|
2021
Q3 | $15.6M | Sell |
51,481
-3,368
| -6% | -$1.02M | 0.05% | 308 |
|
|
2021
Q2 | $13.3M | Sell |
54,849
-4,696
| -8% | -$1.14M | 0.05% | 358 |
|
|
2021
Q1 | $10.9M | Sell |
59,545
-4,728
| -7% | -$863K | 0.04% | 404 |
|
|
2020
Q4 | $10.3M | Sell |
64,273
-1,894
| -3% | -$303K | 0.04% | 407 |
|
|
2020
Q3 | $8.27M | Sell |
66,167
-5,592
| -8% | -$699K | 0.03% | 413 |
|
|
2020
Q2 | $8.71M | Sell |
71,759
-2,454
| -3% | -$298K | 0.04% | 399 |
|
|
2020
Q1 | $7.39M | Sell |
74,213
-535
| -0.7% | -$53.3K | 0.03% | 395 |
|
|
2019
Q4 | $11.5M | Sell |
74,748
-524
| -0.7% | -$80.8K | 0.04% | 383 |
|
|
2019
Q3 | $10.8M | Buy |
75,272
+71
| +0.1% | +$10.2K | 0.04% | 384 |
|
|
2019
Q2 | $12.1M | Buy |
75,201
+392
| +0.5% | +$63.1K | 0.05% | 363 |
|
|
2019
Q1 | $11.9M | Buy |
74,809
+27
| +0% | +$4.29K | 0.05% | 366 |
|
|
2018
Q4 | $9.56M | Buy |
74,782
+237
| +0.3% | +$30.3K | 0.05% | 378 |
|
|
2018
Q3 | $11.8M | Sell |
74,545
-2,198
| -3% | -$348K | 0.05% | 376 |
|
|
2018
Q2 | $10.2M | Sell |
76,743
-17
| -0% | -$2.26K | 0.04% | 413 |
|
|
2018
Q1 | $9.03M | Sell |
76,760
-1,770
| -2% | -$208K | 0.04% | 433 |
|
|
2017
Q4 | $9.67M | Sell |
78,530
-486
| -0.6% | -$59.9K | 0.04% | 424 |
|
|
2017
Q3 | $9.83M | Buy |
79,016
+1,110
| +1% | +$138K | 0.04% | 402 |
|
|
2017
Q2 | $9.62M | Buy |
+77,906
| New | +$9.62M | 0.05% | 397 |
|