Forum Financial Management’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Sell |
814
-60
| -7% | -$24.3K | 0.01% | 623 |
|
|
2025
Q1 | $367K | Sell |
874
-51
| -6% | -$21.4K | 0.01% | 488 |
|
|
2024
Q4 | $448K | Hold |
925
| – | – | 0.01% | 423 |
|
|
2024
Q3 | $469K | Buy |
925
+3
| +0.3% | +$1.52K | 0.01% | 351 |
|
|
2024
Q2 | $414K | Hold |
922
| – | – | 0.01% | 366 |
|
|
2024
Q1 | $439K | Hold |
922
| – | – | 0.01% | 370 |
|
|
2023
Q4 | $416K | Hold |
922
| – | – | 0.01% | 348 |
|
|
2023
Q3 | $317K | Hold |
922
| – | – | 0.01% | 406 |
|
|
2023
Q2 | $323K | Hold |
922
| – | – | 0.01% | 409 |
|
|
2023
Q1 | $300K | Hold |
922
| – | – | 0.01% | 401 |
|
|
2022
Q4 | $310K | Sell |
922
-12
| -1% | -$4.03K | 0.01% | 381 |
|
|
2022
Q3 | $258K | Hold |
934
| – | – | 0.01% | 399 |
|
|
2022
Q2 | $226K | Buy |
934
+12
| +1% | +$2.9K | 0.01% | 462 |
|
|
2022
Q1 | $274K | Hold |
922
| – | – | 0.01% | 436 |
|
|
2021
Q4 | $308K | Buy |
+922
| New | +$308K | 0.02% | 406 |
|