Corient Private Wealth’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.7M | Buy |
63,627
+1,508
| +2% | +$610K | 0.03% | 381 |
|
|
2025
Q1 | $26.1M | Sell |
62,119
-59,617
| -49% | -$25M | 0.04% | 344 |
|
|
2024
Q4 | $59M | Buy |
121,736
+1,559
| +1% | +$755K | 0.1% | 200 |
|
|
2024
Q3 | $60.9M | Buy |
120,177
+62,580
| +109% | +$31.7M | 0.1% | 201 |
|
|
2024
Q2 | $25.9M | Buy |
57,597
+14,243
| +33% | +$6.4M | 0.05% | 338 |
|
|
2024
Q1 | $20.7M | Buy |
43,354
+2,784
| +7% | +$1.33M | 0.04% | 384 |
|
|
2023
Q4 | $18.3M | Sell |
40,570
-1,652
| -4% | -$745K | 0.03% | 405 |
|
|
2023
Q3 | $14.5M | Buy |
42,222
+6,488
| +18% | +$2.23M | 0.03% | 412 |
|
|
2023
Q2 | $12.5M | Buy |
35,734
+9,977
| +39% | +$3.49M | 0.03% | 433 |
|
|
2023
Q1 | $8.39M | Buy |
25,757
+18,995
| +281% | +$6.19M | 0.02% | 458 |
|
|
2022
Q4 | $2.29M | Buy |
+6,762
| New | +$2.29M | 0.01% | 669 |
|