EP Wealth Advisors’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Sell |
613
-187
| -23% | -$75.6K | ﹤0.01% | 1128 |
|
|
2025
Q1 | $336K | Buy |
800
+38
| +5% | +$15.9K | ﹤0.01% | 859 |
|
|
2024
Q4 | $369K | Sell |
762
-279
| -27% | -$135K | ﹤0.01% | 786 |
|
|
2024
Q3 | $528K | Buy |
+1,041
| New | +$528K | ﹤0.01% | 674 |
|
|
2022
Q3 | – | Sell |
-1,268
| Closed | -$307K | – | 474 |
|
|
2022
Q2 | $307K | Buy |
1,268
+59
| +5% | +$14.3K | 0.01% | 473 |
|
|
2022
Q1 | $360K | Sell |
1,209
-12
| -1% | -$3.57K | 0.01% | 450 |
|
|
2021
Q4 | $408K | Buy |
1,221
+15
| +1% | +$5.01K | 0.01% | 397 |
|
|
2021
Q3 | $366K | Sell |
1,206
-50
| -4% | -$15.2K | 0.01% | 389 |
|
|
2021
Q2 | $304K | Buy |
1,256
+3
| +0.2% | +$726 | 0.01% | 441 |
|
|
2021
Q1 | $229K | Buy |
+1,253
| New | +$229K | 0.01% | 449 |
|