Crestwood Advisors Group’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 | $1.12M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $252K | Buy |
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|
2022
Q4 | $246K | Sell |
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|
2022
Q3 | $223K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $256K | Sell |
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|
2021
Q4 | $309K | Sell |
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|
2021
Q3 | $299K | Buy |
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|
2021
Q2 | $228K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $101K | Buy |
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