Farther Finance Advisors’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Buy |
804
+19
| +2% | +$7.68K | 0.01% | 1136 |
|
|
2025
Q1 | $325K | Sell |
785
-17
| -2% | -$7.03K | 0.01% | 1004 |
|
|
2024
Q4 | $388K | Sell |
802
-101
| -11% | -$48.9K | 0.01% | 689 |
|
|
2024
Q3 | $458K | Sell |
903
-53
| -6% | -$26.9K | 0.02% | 626 |
|
|
2024
Q2 | $422K | Buy |
956
+320
| +50% | +$141K | 0.02% | 543 |
|
|
2024
Q1 | $303K | Buy |
636
+163
| +34% | +$77.8K | 0.02% | 543 |
|
|
2023
Q4 | $213K | Buy |
473
+253
| +115% | +$114K | 0.02% | 535 |
|
|
2023
Q3 | $75.6K | Buy |
220
+77
| +54% | +$26.5K | 0.01% | 653 |
|
|
2023
Q2 | $50.1K | Buy |
143
+2
| +1% | +$701 | 0.01% | 673 |
|
|
2023
Q1 | $45.9K | Sell |
141
-9
| -6% | -$2.93K | 0.01% | 622 |
|
|
2022
Q4 | $50.4K | Buy |
+150
| New | +$50.4K | 0.02% | 483 |
|