Cresset Asset Management’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $585K | Buy |
1,446
+191
| +15% | +$77.2K | ﹤0.01% | 991 |
|
|
2025
Q1 | $527K | Sell |
1,255
-212
| -14% | -$89K | ﹤0.01% | 1028 |
|
|
2024
Q4 | $711K | Sell |
1,467
-6,256
| -81% | -$3.03M | ﹤0.01% | 916 |
|
|
2024
Q3 | $3.91M | Buy |
7,723
+1,215
| +19% | +$616K | 0.02% | 504 |
|
|
2024
Q2 | $2.92M | Buy |
6,508
+1,105
| +20% | +$496K | 0.01% | 555 |
|
|
2024
Q1 | $2.58M | Buy |
5,403
+886
| +20% | +$422K | 0.01% | 528 |
|
|
2023
Q4 | $2.04M | Sell |
4,517
-87
| -2% | -$39.2K | 0.01% | 573 |
|
|
2023
Q3 | $1.58M | Buy |
4,604
+394
| +9% | +$135K | 0.01% | 623 |
|
|
2023
Q2 | $1.47M | Buy |
+4,210
| New | +$1.47M | ﹤0.01% | 634 |
|
|
2022
Q2 | – | Sell |
-2,044
| Closed | -$608K | – | 1023 |
|
|
2022
Q1 | $608K | Sell |
2,044
-120
| -6% | -$35.7K | 0.01% | 541 |
|
|
2021
Q4 | $724K | Sell |
2,164
-962
| -31% | -$322K | 0.01% | 565 |
|
|
2021
Q3 | $950K | Buy |
3,126
+498
| +19% | +$151K | 0.01% | 403 |
|
|
2021
Q2 | $637K | Buy |
2,628
+12
| +0.5% | +$2.91K | 0.01% | 485 |
|
|
2021
Q1 | $477K | Buy |
2,616
+1,289
| +97% | +$235K | 0.01% | 494 |
|
|
2020
Q4 | $213K | Buy |
+1,327
| New | +$213K | ﹤0.01% | 694 |
|
|
2020
Q1 | – | Sell |
-1,810
| Closed | -$279K | – | 647 |
|
|
2019
Q4 | $279K | Sell |
1,810
-87
| -5% | -$13.4K | 0.01% | 448 |
|
|
2019
Q3 | $271K | Buy |
1,897
+229
| +14% | +$32.7K | 0.01% | 415 |
|
|
2019
Q2 | $268K | Buy |
1,668
+296
| +22% | +$47.6K | 0.01% | 361 |
|
|
2019
Q1 | $208K | Buy |
1,372
+342
| +33% | +$51.8K | 0.01% | 363 |
|
|
2018
Q4 | $132K | Buy |
+1,030
| New | +$132K | 0.01% | 274 |
|