Curi RMB Capital’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
+3,321
| New | +$1.34M | 0.03% | 383 |
|
|
2025
Q1 | – | Sell |
-3,564
| Closed | -$1.73M | – | 508 |
|
|
2024
Q4 | $1.73M | Hold |
3,564
| – | – | 0.04% | 284 |
|
|
2024
Q3 | $1.81M | Sell |
3,564
-83
| -2% | -$42.1K | 0.04% | 277 |
|
|
2024
Q2 | $1.64M | Sell |
3,647
-8
| -0.2% | -$3.59K | 0.04% | 284 |
|
|
2024
Q1 | $1.74M | Buy |
3,655
+342
| +10% | +$163K | 0.04% | 289 |
|
|
2023
Q4 | $1.49M | Sell |
3,313
-22
| -0.7% | -$9.92K | 0.05% | 259 |
|
|
2023
Q3 | $1.15M | Buy |
3,335
+135
| +4% | +$46.4K | 0.04% | 268 |
|
|
2023
Q2 | $1.12M | Sell |
3,200
-53
| -2% | -$18.6K | 0.04% | 272 |
|
|
2023
Q1 | $1.06M | Hold |
3,253
| – | – | 0.04% | 280 |
|
|
2022
Q4 | $1.09M | Hold |
3,253
| – | – | 0.04% | 273 |
|
|
2022
Q3 | $900K | Hold |
3,253
| – | – | 0.03% | 295 |
|
|
2022
Q2 | $787K | Buy |
3,253
+253
| +8% | +$61.2K | 0.03% | 304 |
|
|
2022
Q1 | $892K | Hold |
3,000
| – | – | 0.03% | 267 |
|
|
2021
Q4 | $1M | Hold |
3,000
| – | – | 0.03% | 274 |
|
|
2021
Q3 | $912K | Hold |
3,000
| – | – | 0.03% | 281 |
|
|
2021
Q2 | $727K | Hold |
3,000
| – | – | 0.02% | 315 |
|
|
2021
Q1 | $548K | Hold |
3,000
| – | – | 0.02% | 343 |
|
|
2020
Q4 | $481K | Sell |
3,000
-901
| -23% | -$144K | 0.02% | 432 |
|
|
2020
Q3 | $487K | Sell |
3,901
-59
| -1% | -$7.37K | 0.02% | 421 |
|
|
2020
Q2 | $480K | Hold |
3,960
| – | – | 0.02% | 408 |
|
|
2020
Q1 | $394K | Hold |
3,960
| – | – | 0.02% | 431 |
|
|
2019
Q4 | $610K | Hold |
3,960
| – | – | 0.02% | 409 |
|
|
2019
Q3 | $566K | Sell |
3,960
-930
| -19% | -$133K | 0.01% | 446 |
|
|
2019
Q2 | $787K | Sell |
4,890
-22,490
| -82% | -$3.62M | 0.02% | 431 |
|
|
2019
Q1 | $4.15M | Hold |
27,380
| – | – | 0.1% | 189 |
|
|
2018
Q4 | $3.5M | Buy |
27,380
+525
| +2% | +$67.1K | 0.09% | 209 |
|
|
2018
Q3 | $4.26M | Sell |
26,855
-1,910
| -7% | -$303K | 0.1% | 200 |
|
|
2018
Q2 | $3.82M | Sell |
28,765
-1,490
| -5% | -$198K | 0.09% | 223 |
|
|
2018
Q1 | $3.56M | Sell |
30,255
-3,478
| -10% | -$409K | 0.09% | 253 |
|
|
2017
Q4 | $4.15M | Sell |
33,733
-1,127
| -3% | -$139K | 0.11% | 236 |
|
|
2017
Q3 | $4.34M | Hold |
34,860
| – | – | 0.11% | 225 |
|
|
2017
Q2 | $4.31M | Buy |
+34,860
| New | +$4.31M | 0.12% | 219 |
|