Cynosure Group’s Gartner IT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.8M Buy
4,464
+1,130
+34% +$457K 0.2% 52
2025
Q1
$1.4M Buy
3,334
+2,732
+454% +$1.15M 0.19% 55
2024
Q4
$292K Sell
602
-182
-23% -$88.2K 0.04% 287
2024
Q3
$397K Sell
784
-3,226
-80% -$1.63M 0.06% 208
2024
Q2
$1.8M Buy
4,010
+3,320
+481% +$1.49M 0.29% 51
2024
Q1
$329K Sell
690
-12,154
-95% -$5.79M 0.06% 205
2023
Q4
$5.79M Sell
12,844
-97
-0.7% -$43.8K 1.04% 20
2023
Q3
$4.45M Sell
12,941
-3,924
-23% -$1.35M 1.36% 16
2023
Q2
$5.91M Buy
16,865
+1,788
+12% +$626K 1.78% 17
2023
Q1
$4.91M Sell
15,077
-5,424
-26% -$1.77M 7.42% 4
2022
Q4
$6.89M Sell
20,501
-757
-4% -$254K 7.15% 4
2022
Q3
$5.88M Hold
21,258
6.3% 5
2022
Q2
$5.14M Sell
21,258
-256
-1% -$61.9K 5.05% 6
2022
Q1
$6.4M Sell
21,514
-2,558
-11% -$761K 5.16% 6
2021
Q4
$8.05M Sell
24,072
-1,856
-7% -$621K 6.07% 4
2021
Q3
$7.88M Sell
25,928
-242
-0.9% -$73.5K 6.08% 5
2021
Q2
$6.34M Hold
26,170
4.92% 7
2021
Q1
$4.78M Hold
26,170
3.75% 7
2020
Q4
$4.19M Buy
+26,170
New +$4.19M 3.56% 8