Cornerstone Advisory’s Gartner IT Stock Holding History

Cornerstone Advisory’s Portfolio IT Stock Details IT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.12M	Sell	2,774 -4	-0.1%	-$1.62K	0.12%	88
2025 Q1	$1.2M	Sell	2,778 -25	-0.9%	-$10.8K	0.14%	81
2024 Q4	$1.44M	Buy	2,803 +21	+0.8%	+$10.8K	0.16%	74
2024 Q3	$1.41M	Buy	2,782 +16	+0.6%	+$8.11K	0.19%	70
2024 Q2	$1.24M	Sell	2,766 -126	-4%	-$56.6K	0.17%	74
2024 Q1	$1.38M	Buy	2,892 +13	+0.5%	+$6.2K	0.2%	70
2023 Q4	$1.3M	Hold	2,879	–	–	0.2%	69
2023 Q3	$989K	Buy	2,879 +9	+0.3%	+$3.09K	0.17%	80
2023 Q2	$1.01M	Sell	2,870 -94	-3%	-$32.9K	0.18%	83
2023 Q1	$966K	Sell	2,964 -127	-4%	-$41.4K	0.17%	86
2022 Q4	$1.04M	Buy	3,091 +1	+0%	+$336	0.2%	76
2022 Q3	$855K	Sell	3,090 -6	-0.2%	-$1.66K	0.19%	81
2022 Q2	$749K	Hold	3,096	–	–	0.17%	89
2022 Q1	$921K	Sell	3,096 -259	-8%	-$77K	0.14%	116
2021 Q4	$1.12M	Hold	3,355	–	–	0.16%	92
2021 Q3	$1.02M	Sell	3,355 -287	-8%	-$87.3K	0.17%	97
2021 Q2	$882K	Sell	3,642 -205	-5%	-$49.6K	0.15%	109
2021 Q1	$702K	Hold	3,847	–	–	0.13%	126
2020 Q4	$616K	Buy	3,847 +17	+0.4%	+$2.72K	0.12%	131
2020 Q3	$479K	Hold	3,830	–	–	0.11%	127
2020 Q2	$465K	Hold	3,830	–	–	0.12%	118
2020 Q1	$381K	Buy	3,830 +6	+0.2%	+$597	0.12%	107
2019 Q4	$589K	Sell	3,824 -48	-1%	-$7.39K	0.12%	103
2019 Q3	$554K	Hold	3,872	–	–	0.12%	100
2019 Q2	$623K	Hold	3,872	–	–	0.14%	97
2019 Q1	$587K	Hold	3,872	–	–	0.13%	100
2018 Q4	$495K	Hold	3,872	–	–	0.13%	99
2018 Q3	$614K	Hold	3,872	–	–	0.18%	80
2018 Q2	$515K	Sell	3,872 -667	-15%	-$88.7K	0.17%	86
2018 Q1	$534K	Sell	4,539 -108	-2%	-$12.7K	0.19%	84
2017 Q4	$572K	Hold	4,647	–	–	0.2%	89
2017 Q3	$578K	Hold	4,647	–	–	0.2%	84
2017 Q2	$574K	Hold	4,647	–	–	0.19%	83
2017 Q1	$502K	Hold	4,647	–	–	0.25%	59
2016 Q4	$470K	Hold	4,647	–	–	0.35%	45
2016 Q3	$411K	Hold	4,647	–	–	0.34%	47
2016 Q2	$453K	Hold	4,647	–	–	0.38%	44
2016 Q1	$415K	Hold	4,647	–	–	0.35%	47
2015 Q4	$421K	Buy	+4,647	New	+$421K	0.36%	45