Connecticut Wealth Management’s Gartner IT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.84M	Hold	4,546	–	–	0.09%	99
2025 Q1	$1.91M	Sell	4,546 -58	-1%	-$24.3K	0.1%	100
2024 Q4	$2.23M	Buy	4,604 +26	+0.6%	+$12.6K	0.11%	73
2024 Q3	$2.32M	Hold	4,578	–	–	0.11%	91
2024 Q2	$2.06M	Buy	+4,578	New	+$2.06M	0.11%	98