FPAS
Focus Partners Advisor Solutions’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $600K | Buy |
1,484
+698
| +89% | +$282K | 0.01% | 618 |
|
|
2025
Q1 | $330K | Buy |
+786
| New | +$330K | 0.01% | 726 |
|
|
2024
Q4 | – | Sell |
-609
| Closed | -$309K | – | 821 |
|
|
2024
Q3 | $309K | Buy |
609
+74
| +14% | +$37.5K | 0.01% | 568 |
|
|
2024
Q2 | $240K | Buy |
535
+36
| +7% | +$16.2K | 0.01% | 555 |
|
|
2024
Q1 | $238K | Buy |
+499
| New | +$238K | 0.01% | 531 |
|