D.A. Davidson & Co’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 | – | Sell |
-1,264
| Closed | -$511K | – | 1567 |
|
|
2025
Q2 | $511K | Buy |
1,264
+120
| +10% | +$50.2K | ﹤0.01% | 1046 |
|
|
2025
Q1 | $480K | Buy |
1,144
+7
| +0.6% | +$3.45K | ﹤0.01% | 1040 |
|
|
2024
Q4 | $551K | Buy |
1,137
+29
| +3% | +$15K | ﹤0.01% | 975 |
|
|
2024
Q3 | $561K | Buy |
1,108
+45
| +4% | +$21.6K | ﹤0.01% | 969 |
|
|
2024
Q2 | $477K | Hold |
1,063
| – | – | ﹤0.01% | 997 |
|
|
2024
Q1 | $507K | Sell |
1,063
-5
| -0.5% | -$2.3K | ﹤0.01% | 982 |
|
|
2023
Q4 | $482K | Buy |
1,068
+175
| +20% | +$69.9K | ﹤0.01% | 969 |
|
|
2023
Q3 | $307K | Hold |
893
| – | – | ﹤0.01% | 1079 |
|
|
2023
Q2 | $313K | Buy |
893
+5
| +0.6% | +$1.63K | ﹤0.01% | 1085 |
|
|
2023
Q1 | $289K | Buy |
888
+99
| +13% | +$32.7K | ﹤0.01% | 1089 |
|
|
2022
Q4 | $265K | Buy |
+789
| New | +$255K | ﹤0.01% | 1101 |
|
|
2017
Q3 | – | Sell |
-106
| Closed | -$13K | – | 1538 |
|
|
2017
Q2 | $13K | Hold |
106
| – | – | ﹤0.01% | 1955 |
|
|
2017
Q1 | $11K | Sell |
106
-342
| -76% | -$35.2K | ﹤0.01% | 1998 |
|
|
2016
Q4 | $44K | Sell |
448
-8
| -2% | -$773 | ﹤0.01% | 1649 |
|
|
2016
Q3 | $39K | Hold |
456
| – | – | ﹤0.01% | 1622 |
|
|
2016
Q2 | $44K | Sell |
456
-21
| -4% | -$2K | ﹤0.01% | 1463 |
|
|
2016
Q1 | $42K | Sell |
477
-69
| -13% | -$5.83K | ﹤0.01% | 1457 |
|
|
2015
Q4 | $48K | Sell |
546
-46
| -8% | -$4.07K | ﹤0.01% | 1404 |
|
|
2015
Q3 | $48K | Sell |
592
-50
| -8% | -$4.36K | ﹤0.01% | 1387 |
|
|
2015
Q2 | $53K | Sell |
642
-1,343
| -68% | -$115K | ﹤0.01% | 1404 |
|
|
2015
Q1 | $164K | Buy |
1,985
+465
| +31% | +$38.4K | 0.01% | 939 |
|
|
2014
Q4 | $126K | Sell |
1,520
-8
| -0.5% | -$650 | ﹤0.01% | 1032 |
|
|
2014
Q3 | $110K | Hold |
1,528
| – | – | ﹤0.01% | 1074 |
|
|
2014
Q2 | $107K | Hold |
1,528
| – | – | ﹤0.01% | 1107 |
|
|
2014
Q1 | $105K | Sell |
1,528
-39
| -2% | -$2.7K | ﹤0.01% | 1119 |
|
|
2013
Q4 | $110K | Buy |
1,567
+75
| +5% | +$4.74K | ﹤0.01% | 1026 |
|
|
2013
Q3 | $89K | Hold |
1,492
| – | – | ﹤0.01% | 932 |
|
|
2013
Q2 | $84K | Buy |
+1,492
| New | +$84.7K | ﹤0.01% | 929 |
|
Other funds holding IT
IFP
SGA
