Creative Planning’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.72M | Buy |
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|
2025
Q2 | $5.11M | Buy |
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|
2025
Q1 | $4.8M | Buy |
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|
2024
Q4 | $5.15M | Sell |
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|
2024
Q3 | $5.44M | Buy |
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|
2024
Q2 | $4.23M | Sell |
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|
2024
Q1 | $5.25M | Buy |
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|
2023
Q4 | $3.55M | Buy |
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|
2023
Q3 | $1.93M | Buy |
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|
2023
Q2 | $1.84M | Buy |
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|
2023
Q1 | $1.21M | Sell |
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|
2022
Q4 | $1.55M | Buy |
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|
2022
Q3 | $999K | Buy |
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|
2022
Q2 | $773K | Buy |
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|
2022
Q1 | $859K | Sell |
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|
2021
Q4 | $999K | Buy |
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|
2021
Q3 | $835K | Buy |
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|
2021
Q2 | $574K | Sell |
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|
2021
Q1 | $525K | Buy |
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|
2020
Q4 | $361K | Buy |
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|
2020
Q3 | $213K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $317K | Sell |
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|
2019
Q3 | $307K | Sell |
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|
2019
Q2 | $352K | Sell |
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|
2019
Q1 | $342K | Buy |
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|
2018
Q4 | $249K | Buy |
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|
2018
Q3 | $292K | Buy |
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|
2018
Q2 | $235K | Sell |
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|
2018
Q1 | $216K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $203K | Sell |
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|
2017
Q2 | $241K | Buy |
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|
2017
Q1 | $208K | Buy |
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|
2016
Q4 | $143K | Sell |
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|
2016
Q3 | $147K | Buy |
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|
2016
Q2 | $90K | Buy |
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|
2016
Q1 | $80K | Sell |
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|
2015
Q4 | $83K | Sell |
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|
2015
Q3 | $80K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $56K | Sell |
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|
2014
Q4 | $82K | Buy |
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|
2014
Q3 | $50K | Buy |
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|
2014
Q2 | $43K | Buy |
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|
2014
Q1 | $33K | Hold |
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|
2013
Q4 | $33K | Sell |
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|
2013
Q3 | $32K | Hold |
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|
2013
Q2 | $30K | Buy |
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