Dakota Wealth Management’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.85M | Buy |
16,958
+2,142
| +14% | +$866K | 0.14% | 128 |
|
|
2025
Q1 | $6.22M | Buy |
14,816
+3,040
| +26% | +$1.28M | 0.15% | 131 |
|
|
2024
Q4 | $5.71M | Buy |
11,776
+355
| +3% | +$172K | 0.13% | 141 |
|
|
2024
Q3 | $5.79M | Buy |
11,421
+1,609
| +16% | +$815K | 0.13% | 142 |
|
|
2024
Q2 | $4.41M | Buy |
9,812
+780
| +9% | +$350K | 0.1% | 169 |
|
|
2024
Q1 | $4.31M | Buy |
9,032
+2,686
| +42% | +$1.28M | 0.11% | 169 |
|
|
2023
Q4 | $2.86M | Buy |
6,346
+1,009
| +19% | +$455K | 0.11% | 181 |
|
|
2023
Q3 | $1.83M | Buy |
5,337
+3,399
| +175% | +$1.17M | 0.08% | 216 |
|
|
2023
Q2 | $679K | Buy |
1,938
+208
| +12% | +$72.9K | 0.03% | 323 |
|
|
2023
Q1 | $564K | Buy |
+1,730
| New | +$564K | 0.04% | 343 |
|
|
2022
Q2 | – | Sell |
-772
| Closed | -$230K | – | 525 |
|
|
2022
Q1 | $230K | Sell |
772
-152
| -16% | -$45.3K | 0.02% | 389 |
|
|
2021
Q4 | $309K | Hold |
924
| – | – | 0.03% | 301 |
|
|
2021
Q3 | $281K | Hold |
924
| – | – | 0.03% | 283 |
|
|
2021
Q2 | $224K | Sell |
924
-338
| -27% | -$81.9K | 0.03% | 301 |
|
|
2021
Q1 | $230K | Sell |
1,262
-3
| -0.2% | -$547 | 0.03% | 279 |
|
|
2020
Q4 | $203K | Buy |
+1,265
| New | +$203K | 0.03% | 296 |
|
|
2020
Q1 | – | Sell |
-1,362
| Closed | -$210K | – | 293 |
|
|
2019
Q4 | $210K | Buy |
+1,362
| New | +$210K | 0.03% | 280 |
|
|
2018
Q4 | – | Sell |
-1,587
| Closed | -$252K | – | 288 |
|
|
2018
Q3 | $252K | Hold |
1,587
| – | – | 0.06% | 234 |
|
|
2018
Q2 | $211K | Buy |
+1,587
| New | +$211K | 0.06% | 192 |
|