EverSource 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
Q3 | $372K | Buy |
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|
2025
Q2 | $306K | Buy |
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|
2025
Q1 | $178K | Sell |
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|
2024
Q4 | $205K | Buy |
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|
2024
Q3 | $201K | Buy |
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|
2024
Q2 | $192K | Buy |
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|
2024
Q1 | $113K | Buy |
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|
2023
Q4 | $107K | Buy |
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|
2023
Q3 | $56K | Buy |
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|
2023
Q2 | $36.8K | Buy |
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|
2023
Q1 | $30.9K | Hold |
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|
2022
Q4 | $31.9K | Buy |
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|
2022
Q3 | $19K | Buy |
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|
2022
Q2 | $6K | Buy |
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|
2022
Q1 | $5K | Sell |
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|
2021
Q4 | $7K | Buy |
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