Flagship Private Wealth’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $709K | Hold |
1,753
| – | – | 0.3% | 52 |
|
|
2025
Q1 | $736K | Hold |
1,753
| – | – | 0.35% | 47 |
|
|
2024
Q4 | $849K | Hold |
1,753
| – | – | 0.41% | 46 |
|
|
2024
Q3 | $888K | Hold |
1,753
| – | – | 0.46% | 44 |
|
|
2024
Q2 | $787K | Hold |
1,753
| – | – | 0.47% | 42 |
|
|
2024
Q1 | $836K | Hold |
1,753
| – | – | 0.54% | 40 |
|
|
2023
Q4 | $791K | Hold |
1,753
| – | – | 0.61% | 34 |
|
|
2023
Q3 | $602K | Hold |
1,753
| – | – | 0.53% | 40 |
|
|
2023
Q2 | $614K | Hold |
1,753
| – | – | 0.51% | 42 |
|
|
2023
Q1 | $571K | Hold |
1,753
| – | – | 0.51% | 40 |
|
|
2022
Q4 | $589K | Hold |
1,753
| – | – | 0.55% | 39 |
|
|
2022
Q3 | $485K | Hold |
1,753
| – | – | 0.5% | 39 |
|
|
2022
Q2 | $424K | Hold |
1,753
| – | – | 0.41% | 47 |
|
|
2022
Q1 | $521K | Hold |
1,753
| – | – | 0.43% | 46 |
|
|
2021
Q4 | $586K | Hold |
1,753
| – | – | 0.43% | 43 |
|
|
2021
Q3 | $533K | Hold |
1,753
| – | – | 0.43% | 46 |
|
|
2021
Q2 | $451K | Sell |
1,753
-375
| -18% | -$96.4K | 0.34% | 49 |
|
|
2021
Q1 | $404K | Hold |
2,128
| – | – | 0.34% | 49 |
|
|
2020
Q4 | $323K | Buy |
+2,128
| New | +$323K | 0.3% | 52 |
|