Flagship Private Wealth’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 | $461K | Hold |
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|
2025
Q2 | $709K | Hold |
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|
2025
Q1 | $736K | Hold |
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|
2024
Q4 | $849K | Hold |
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|
2024
Q3 | $888K | Hold |
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|
2024
Q2 | $787K | Hold |
|
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|
2024
Q1 | $836K | Hold |
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|
2023
Q4 | $791K | Hold |
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|
2023
Q3 | $602K | Hold |
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|
2023
Q2 | $614K | Hold |
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|
2023
Q1 | $571K | Hold |
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|
2022
Q4 | $589K | Hold |
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|
2022
Q3 | $485K | Hold |
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|
2022
Q2 | $424K | Hold |
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|
2022
Q1 | $521K | Hold |
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|
2021
Q4 | $586K | Hold |
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|
2021
Q3 | $533K | Hold |
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|
2021
Q2 | $451K | Sell |
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|
2021
Q1 | $404K | Hold |
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|
2020
Q4 | $323K | Buy |
|