Creative Planning’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.11M | Buy |
12,642
+1,205
| +11% | +$487K | ﹤0.01% | 745 |
|
|
2025
Q1 | $4.8M | Buy |
11,437
+797
| +7% | +$335K | ﹤0.01% | 724 |
|
|
2024
Q4 | $5.15M | Sell |
10,640
-95
| -0.9% | -$46K | 0.01% | 652 |
|
|
2024
Q3 | $5.44M | Buy |
10,735
+1,307
| +14% | +$662K | 0.01% | 612 |
|
|
2024
Q2 | $4.23M | Sell |
9,428
-1,590
| -14% | -$714K | ﹤0.01% | 684 |
|
|
2024
Q1 | $5.25M | Buy |
11,018
+3,142
| +40% | +$1.5M | 0.01% | 589 |
|
|
2023
Q4 | $3.55M | Buy |
7,876
+2,269
| +40% | +$1.02M | 0.01% | 672 |
|
|
2023
Q3 | $1.93M | Buy |
5,607
+361
| +7% | +$124K | ﹤0.01% | 860 |
|
|
2023
Q2 | $1.84M | Buy |
5,246
+1,517
| +41% | +$531K | ﹤0.01% | 854 |
|
|
2023
Q1 | $1.21M | Sell |
3,729
-868
| -19% | -$283K | ﹤0.01% | 973 |
|
|
2022
Q4 | $1.55M | Buy |
4,597
+986
| +27% | +$331K | ﹤0.01% | 840 |
|
|
2022
Q3 | $999K | Buy |
3,611
+413
| +13% | +$114K | ﹤0.01% | 964 |
|
|
2022
Q2 | $773K | Buy |
3,198
+311
| +11% | +$75.2K | ﹤0.01% | 1075 |
|
|
2022
Q1 | $859K | Sell |
2,887
-102
| -3% | -$30.3K | ﹤0.01% | 1057 |
|
|
2021
Q4 | $999K | Buy |
2,989
+242
| +9% | +$80.9K | ﹤0.01% | 959 |
|
|
2021
Q3 | $835K | Buy |
2,747
+376
| +16% | +$114K | ﹤0.01% | 1036 |
|
|
2021
Q2 | $574K | Sell |
2,371
-503
| -18% | -$122K | ﹤0.01% | 1199 |
|
|
2021
Q1 | $525K | Buy |
2,874
+621
| +28% | +$113K | ﹤0.01% | 1388 |
|
|
2020
Q4 | $361K | Buy |
2,253
+547
| +32% | +$87.6K | ﹤0.01% | 1481 |
|
|
2020
Q3 | $213K | Buy |
+1,706
| New | +$213K | ﹤0.01% | 1617 |
|
|
2020
Q1 | – | Sell |
-2,060
| Closed | -$317K | – | 1830 |
|
|
2019
Q4 | $317K | Sell |
2,060
-88
| -4% | -$13.5K | ﹤0.01% | 1362 |
|
|
2019
Q3 | $307K | Sell |
2,148
-40
| -2% | -$5.72K | ﹤0.01% | 1342 |
|
|
2019
Q2 | $352K | Sell |
2,188
-66
| -3% | -$10.6K | ﹤0.01% | 1263 |
|
|
2019
Q1 | $342K | Buy |
2,254
+307
| +16% | +$46.6K | ﹤0.01% | 1245 |
|
|
2018
Q4 | $249K | Buy |
1,947
+104
| +6% | +$13.3K | ﹤0.01% | 1337 |
|
|
2018
Q3 | $292K | Buy |
1,843
+76
| +4% | +$12K | ﹤0.01% | 1405 |
|
|
2018
Q2 | $235K | Sell |
1,767
-68
| -4% | -$9.04K | ﹤0.01% | 1514 |
|
|
2018
Q1 | $216K | Buy |
+1,835
| New | +$216K | ﹤0.01% | 1543 |
|
|
2017
Q4 | – | Sell |
-1,635
| Closed | -$203K | – | 1925 |
|
|
2017
Q3 | $203K | Sell |
1,635
-315
| -16% | -$39.1K | ﹤0.01% | 1584 |
|
|
2017
Q2 | $241K | Buy |
1,950
+23
| +1% | +$2.84K | ﹤0.01% | 1395 |
|
|
2017
Q1 | $208K | Buy |
1,927
+508
| +36% | +$54.8K | ﹤0.01% | 1453 |
|
|
2016
Q4 | $143K | Sell |
1,419
-237
| -14% | -$23.9K | ﹤0.01% | 1605 |
|
|
2016
Q3 | $147K | Buy |
1,656
+734
| +80% | +$65.2K | ﹤0.01% | 1584 |
|
|
2016
Q2 | $90K | Buy |
922
+31
| +3% | +$3.03K | ﹤0.01% | 1727 |
|
|
2016
Q1 | $80K | Sell |
891
-26
| -3% | -$2.33K | ﹤0.01% | 1760 |
|
|
2015
Q4 | $83K | Sell |
917
-39
| -4% | -$3.53K | ﹤0.01% | 1733 |
|
|
2015
Q3 | $80K | Buy |
+956
| New | +$80K | ﹤0.01% | 1709 |
|
|
2015
Q2 | – | Sell |
-671
| Closed | -$56K | – | 1949 |
|
|
2015
Q1 | $56K | Sell |
671
-300
| -31% | -$25K | ﹤0.01% | 1934 |
|
|
2014
Q4 | $82K | Buy |
971
+288
| +42% | +$24.3K | ﹤0.01% | 1646 |
|
|
2014
Q3 | $50K | Buy |
683
+69
| +11% | +$5.05K | ﹤0.01% | 1911 |
|
|
2014
Q2 | $43K | Buy |
614
+146
| +31% | +$10.2K | ﹤0.01% | 1936 |
|
|
2014
Q1 | $33K | Hold |
468
| – | – | ﹤0.01% | 2059 |
|
|
2013
Q4 | $33K | Sell |
468
-63
| -12% | -$4.44K | ﹤0.01% | 1884 |
|
|
2013
Q3 | $32K | Hold |
531
| – | – | ﹤0.01% | 1796 |
|
|
2013
Q2 | $30K | Buy |
+531
| New | +$30K | ﹤0.01% | 1676 |
|