Focus Partners 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 | $1.47M | Buy |
3,633
+807
| +29% | +$326K | ﹤0.01% | 986 |
|
|
2025
Q1 | $1.19M | Sell |
2,826
-671
| -19% | -$282K | ﹤0.01% | 996 |
|
|
2024
Q4 | $1.69M | Buy |
3,497
+308
| +10% | +$149K | ﹤0.01% | 878 |
|
|
2024
Q3 | $1.62M | Buy |
3,189
+2,017
| +172% | +$1.02M | 0.01% | 818 |
|
|
2024
Q2 | $526K | Sell |
1,172
-1,006
| -46% | -$451K | ﹤0.01% | 939 |
|
|
2024
Q1 | $1.04M | Sell |
2,178
-494
| -18% | -$235K | 0.01% | 589 |
|
|
2023
Q4 | $1.21M | Buy |
+2,672
| New | +$1.21M | 0.02% | 425 |
|