EP Wealth Advisors’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $294K | Buy |
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|
2025
Q2 | $248K | Sell |
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|
2025
Q1 | $336K | Buy |
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|
2024
Q4 | $369K | Sell |
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|
2024
Q3 | $528K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $307K | Buy |
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|
2022
Q1 | $360K | Sell |
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|
2021
Q4 | $408K | Buy |
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|
2021
Q3 | $366K | Sell |
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|
2021
Q2 | $304K | Buy |
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|
2021
Q1 | $229K | Buy |
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