Crown Oak Advisors’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.09M | Buy |
22,498
+133
| +0.6% | +$53.8K | 4.3% | 10 |
|
|
2025
Q1 | $9.39M | Buy |
22,365
+717
| +3% | +$301K | 4.74% | 9 |
|
|
2024
Q4 | $10.5M | Buy |
21,648
+1,976
| +10% | +$957K | 5.4% | 6 |
|
|
2024
Q3 | $9.97M | Sell |
19,672
-1,500
| -7% | -$760K | 5.54% | 6 |
|
|
2024
Q2 | $9.51M | Buy |
21,172
+22
| +0.1% | +$9.88K | 5.37% | 6 |
|
|
2024
Q1 | $10.1M | Sell |
21,150
-42
| -0.2% | -$20K | 5.55% | 5 |
|
|
2023
Q4 | $9.56M | Buy |
+21,192
| New | +$9.56M | 5.59% | 4 |
|