EverSource Wealth Advisors’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Buy |
758
+335
| +79% | +$135K | 0.01% | 659 |
|
|
2025
Q1 | $178K | Sell |
423
-1
| -0.2% | -$420 | 0.01% | 697 |
|
|
2024
Q4 | $205K | Buy |
424
+28
| +7% | +$13.6K | 0.01% | 645 |
|
|
2024
Q3 | $201K | Buy |
396
+13
| +3% | +$6.59K | 0.01% | 555 |
|
|
2024
Q2 | $192K | Buy |
383
+108
| +39% | +$54.1K | 0.01% | 571 |
|
|
2024
Q1 | $113K | Buy |
275
+38
| +16% | +$15.7K | 0.01% | 668 |
|
|
2023
Q4 | $107K | Buy |
237
+74
| +45% | +$33.4K | 0.01% | 614 |
|
|
2023
Q3 | $56K | Buy |
163
+58
| +55% | +$19.9K | 0.01% | 763 |
|
|
2023
Q2 | $36.8K | Buy |
105
+10
| +11% | +$3.5K | ﹤0.01% | 953 |
|
|
2023
Q1 | $30.9K | Hold |
95
| – | – | ﹤0.01% | 948 |
|
|
2022
Q4 | $31.9K | Buy |
95
+25
| +36% | +$8.4K | ﹤0.01% | 927 |
|
|
2022
Q3 | $19K | Buy |
70
+44
| +169% | +$11.9K | ﹤0.01% | 925 |
|
|
2022
Q2 | $6K | Buy |
26
+8
| +44% | +$1.85K | ﹤0.01% | 1197 |
|
|
2022
Q1 | $5K | Sell |
18
-5
| -22% | -$1.39K | ﹤0.01% | 1253 |
|
|
2021
Q4 | $7K | Buy |
+23
| New | +$7K | ﹤0.01% | 1112 |
|