Diversify Wealth Management’s Gartner IT Stock Holding History

Diversify Wealth Management’s Portfolio IT Stock Details IT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$428K	Sell
2024 Q4	$663K	Sell
2024 Q3	$882K	Sell
2024 Q2	$823K	Buy