Dorsey & Whitney Trust’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $374K | Buy |
2,359
+1,223
| +108% | +$225K | 0.02% | 502 |
|
|
2025
Q4 | $287K | Buy |
1,136
+266
| +31% | +$64K | 0.02% | 576 |
|
|
2025
Q3 | $229K | Sell |
870
-178
| -17% | -$51.9K | 0.01% | 619 |
|
|
2025
Q2 | $424K | Buy |
1,048
+35
| +3% | +$14.6K | 0.02% | 454 |
|
|
2025
Q1 | $425K | Buy |
1,013
+187
| +23% | +$92.2K | 0.02% | 436 |
|
|
2024
Q4 | $400K | Buy |
826
+20
| +2% | +$10.3K | 0.02% | 439 |
|
|
2024
Q3 | $408K | Buy |
806
+41
| +5% | +$19.7K | 0.02% | 437 |
|
|
2024
Q2 | $344K | Buy |
765
+58
| +8% | +$25.8K | 0.02% | 426 |
|
|
2024
Q1 | $337K | Buy |
707
+37
| +6% | +$17K | 0.02% | 444 |
|
|
2023
Q4 | $302K | Sell |
670
-4
| -0.6% | -$1.6K | 0.02% | 449 |
|
|
2023
Q3 | $232K | Buy |
674
+47
| +7% | +$16.4K | 0.02% | 501 |
|
|
2023
Q2 | $220K | Buy |
627
+11
| +2% | +$3.58K | 0.02% | 534 |
|
|
2023
Q1 | $201K | Hold |
616
| – | – | 0.02% | 531 |
|
|
2022
Q4 | $207K | Buy |
+616
| New | +$199K | 0.02% | 525 |
|
|
2021
Q4 | – | Sell |
-1,189
| Closed | -$361K | – | 575 |
|
|
2021
Q3 | $361K | Hold |
1,189
| – | – | 0.03% | 356 |
|
|
2021
Q2 | $288K | Hold |
1,189
| – | – | 0.03% | 407 |
|
|
2021
Q1 | $217K | Buy |
+1,189
| New | +$207K | 0.02% | 473 |
|
|
2020
Q1 | – | Sell |
-1,399
| Closed | -$216K | – | 433 |
|
|
2019
Q4 | $216K | Buy |
+1,399
| New | +$214K | 0.03% | 400 |
|
|
2019
Q3 | – | Sell |
-1,734
| Closed | -$279K | – | 435 |
|
|
2019
Q2 | $279K | Sell |
1,734
-18
| -1% | -$2.81K | 0.04% | 302 |
|
|
2019
Q1 | $266K | Sell |
1,752
-57
| -3% | -$7.91K | 0.04% | 306 |
|
|
2018
Q4 | $232K | Sell |
1,809
-61
| -3% | -$8.8K | 0.04% | 305 |
|
|
2018
Q3 | $297K | Buy |
1,870
+18
| +1% | +$2.61K | 0.05% | 284 |
|
|
2018
Q2 | $247K | Buy |
1,852
+61
| +3% | +$7.81K | 0.04% | 305 |
|
|
2018
Q1 | $210K | Buy |
+1,791
| New | +$224K | 0.04% | 333 |
|
Other funds holding IT
IFP
VCM
VPM
