Cornerstone Planning Group’s Gartner IT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.88K Sell
20
-7
-26% -$1.71K ﹤0.01% 729
2025
Q1
$11K Sell
27
-52
-66% -$21.1K ﹤0.01% 545
2024
Q4
$42.4K Hold
79
0.01% 205
2024
Q3
$40.9K Hold
79
0.01% 209
2024
Q2
$36.1K Buy
79
+1
+1% +$457 0.01% 237
2024
Q1
$33.4K Hold
78
0.01% 221
2023
Q4
$35.2K Hold
78
0.01% 229
2023
Q3
$26.8K Hold
78
0.01% 270
2023
Q2
$27.3K Buy
+78
New +$27.3K 0.01% 356
2022
Q4
$25.3K Buy
+78
New +$25.3K 0.01% 385