CIBC Private Wealth Group’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.88M | Sell |
24,445
-165,875
| -87% | -$67M | 0.02% | 348 |
|
|
2025
Q1 | $71.8M | Sell |
190,320
-5,608
| -3% | -$2.12M | 0.15% | 140 |
|
|
2024
Q4 | $97.1M | Sell |
195,928
-6,739
| -3% | -$3.34M | 0.18% | 126 |
|
|
2024
Q3 | $103M | Sell |
202,667
-56,783
| -22% | -$28.8M | 0.18% | 119 |
|
|
2024
Q2 | $117M | Sell |
259,450
-1,394
| -0.5% | -$626K | 0.22% | 109 |
|
|
2024
Q1 | $125M | Buy |
260,844
+60,765
| +30% | +$29M | 0.24% | 100 |
|
|
2023
Q4 | $90.3M | Sell |
200,079
-1,046
| -0.5% | -$472K | 0.19% | 123 |
|
|
2023
Q3 | $69.1M | Buy |
201,125
+69,403
| +53% | +$23.8M | 0.16% | 124 |
|
|
2023
Q2 | $46.1M | Sell |
131,722
-55
| -0% | -$19.3K | 0.1% | 170 |
|
|
2023
Q1 | $39.7M | Sell |
131,777
-2,600
| -2% | -$784K | 0.09% | 187 |
|
|
2022
Q4 | $4.97M | Sell |
134,377
-1,608
| -1% | -$59.5K | 0.02% | 332 |
|
|
2022
Q3 | $37.6M | Sell |
135,985
-2,886
| -2% | -$799K | 0.1% | 157 |
|
|
2022
Q2 | $33.6M | Buy |
138,871
+95,254
| +218% | +$23M | 0.09% | 172 |
|
|
2022
Q1 | $13M | Sell |
43,617
-7,310
| -14% | -$2.17M | 0.03% | 296 |
|
|
2021
Q4 | $17M | Buy |
50,927
+1,381
| +3% | +$462K | 0.04% | 285 |
|
|
2021
Q3 | $15.1M | Sell |
49,546
-571
| -1% | -$174K | 0.04% | 298 |
|
|
2021
Q2 | $12.1M | Sell |
50,117
-8,169
| -14% | -$1.98M | 0.03% | 323 |
|
|
2021
Q1 | $10.6M | Sell |
58,286
-2,975
| -5% | -$543K | 0.03% | 320 |
|
|
2020
Q4 | $9.81M | Sell |
61,261
-317,813
| -84% | -$50.9M | 0.03% | 327 |
|
|
2020
Q3 | $47.4M | Buy |
379,074
+346,740
| +1,072% | +$43.3M | 0.15% | 128 |
|
|
2020
Q2 | $3.92M | Sell |
32,334
-353,643
| -92% | -$42.9M | 0.02% | 319 |
|
|
2020
Q1 | $38.4M | Sell |
385,977
-98,463
| -20% | -$9.8M | 0.16% | 124 |
|
|
2019
Q4 | $74.7M | Sell |
484,440
-3,912
| -0.8% | -$603K | 0.24% | 109 |
|
|
2019
Q3 | $69.8M | Sell |
488,352
-270,980
| -36% | -$38.7M | 0.25% | 108 |
|
|
2019
Q2 | $122M | Sell |
759,332
-9,212
| -1% | -$1.48M | 0.43% | 71 |
|
|
2019
Q1 | $117M | Sell |
768,544
-29,967
| -4% | -$4.55M | 0.45% | 70 |
|
|
2018
Q4 | $102M | Buy |
798,511
+5,820
| +0.7% | +$744K | 0.46% | 66 |
|
|
2018
Q3 | $126M | Sell |
792,691
-6,002
| -0.8% | -$951K | 0.48% | 62 |
|
|
2018
Q2 | $106M | Buy |
798,693
+1,613
| +0.2% | +$214K | 0.43% | 71 |
|
|
2018
Q1 | $93.8M | Sell |
797,080
-43,760
| -5% | -$5.15M | 0.41% | 76 |
|
|
2017
Q4 | $104M | Sell |
840,840
-2,312
| -0.3% | -$285K | 0.44% | 66 |
|
|
2017
Q3 | $105M | Buy |
843,152
+832,644
| +7,924% | +$104M | 0.48% | 61 |
|
|
2017
Q2 | $1.3M | Buy |
+10,508
| New | +$1.3M | 0.01% | 437 |
|