Copperwynd Financial’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $943K | Buy |
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|
2025
Q1 | $916K | Buy |
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|
2024
Q4 | $999K | Buy |
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|
2024
Q3 | $967K | Buy |
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|
2024
Q2 | $889K | Buy |
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|
2024
Q1 | $702K | Buy |
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|
2023
Q4 | $604K | Sell |
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|
2023
Q3 | $532K | Sell |
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|
2023
Q2 | $580K | Sell |
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|
2023
Q1 | $544K | Sell |
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|
2022
Q4 | $575K | Sell |
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|
2022
Q3 | $548K | Sell |
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|
2022
Q2 | $496K | Sell |
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|
2022
Q1 | $724K | Sell |
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|
2021
Q4 | $1.12M | Buy |
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|
2021
Q3 | $996K | Buy |
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|
2021
Q2 | $750K | Buy |
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|
2021
Q1 | $521K | Buy |
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|
2020
Q4 | $454K | Buy |
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|
2020
Q3 | $305K | Buy |
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|
2020
Q2 | $207K | Buy |
|