Copperwynd Financial’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $943K | Buy |
2,332
+150
| +7% | +$60.6K | 0.24% | 84 |
|
|
2025
Q1 | $916K | Buy |
2,182
+119
| +6% | +$49.9K | 0.25% | 79 |
|
|
2024
Q4 | $999K | Buy |
2,063
+155
| +8% | +$75.1K | 0.28% | 65 |
|
|
2024
Q3 | $967K | Buy |
1,908
+135
| +8% | +$68.4K | 0.29% | 64 |
|
|
2024
Q2 | $889K | Buy |
1,773
+301
| +20% | +$151K | 0.29% | 58 |
|
|
2024
Q1 | $702K | Buy |
1,472
+133
| +10% | +$63.4K | 0.25% | 82 |
|
|
2023
Q4 | $604K | Sell |
1,339
-210
| -14% | -$94.7K | 0.24% | 86 |
|
|
2023
Q3 | $532K | Sell |
1,549
-107
| -6% | -$36.8K | 0.25% | 79 |
|
|
2023
Q2 | $580K | Sell |
1,656
-14
| -0.8% | -$4.9K | 0.27% | 86 |
|
|
2023
Q1 | $544K | Sell |
1,670
-40
| -2% | -$13K | 0.28% | 87 |
|
|
2022
Q4 | $575K | Sell |
1,710
-272
| -14% | -$91.4K | 0.32% | 74 |
|
|
2022
Q3 | $548K | Sell |
1,982
-68
| -3% | -$18.8K | 0.32% | 68 |
|
|
2022
Q2 | $496K | Sell |
2,050
-385
| -16% | -$93.2K | 0.29% | 83 |
|
|
2022
Q1 | $724K | Sell |
2,435
-914
| -27% | -$272K | 0.3% | 55 |
|
|
2021
Q4 | $1.12M | Buy |
3,349
+70
| +2% | +$23.4K | 0.43% | 34 |
|
|
2021
Q3 | $996K | Buy |
3,279
+181
| +6% | +$55K | 0.41% | 39 |
|
|
2021
Q2 | $750K | Buy |
3,098
+245
| +9% | +$59.3K | 0.32% | 49 |
|
|
2021
Q1 | $521K | Buy |
2,853
+20
| +0.7% | +$3.65K | 0.23% | 75 |
|
|
2020
Q4 | $454K | Buy |
2,833
+395
| +16% | +$63.3K | 0.22% | 79 |
|
|
2020
Q3 | $305K | Buy |
2,438
+731
| +43% | +$91.5K | 0.16% | 98 |
|
|
2020
Q2 | $207K | Buy |
+1,707
| New | +$207K | 0.12% | 105 |
|