GA
Geller Advisors’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $291K | Sell |
601
-18
| -3% | -$8.72K | 0.02% | 203 |
|
|
2024
Q3 | $314K | Sell |
619
-16
| -3% | -$8.11K | 0.02% | 198 |
|
|
2024
Q2 | $285K | Buy |
635
+15
| +2% | +$6.74K | 0.02% | 212 |
|
|
2024
Q1 | $296K | Sell |
620
-5
| -0.8% | -$2.38K | 0.02% | 210 |
|
|
2023
Q4 | $282K | Sell |
625
-40
| -6% | -$18K | 0.03% | 208 |
|
|
2023
Q3 | $229K | Sell |
665
-64
| -9% | -$22K | 0.03% | 226 |
|
|
2023
Q2 | $255K | Sell |
729
-111
| -13% | -$38.9K | 0.03% | 211 |
|
|
2023
Q1 | $274K | Buy |
840
+58
| +7% | +$18.9K | 0.04% | 133 |
|
|
2022
Q4 | $263K | Sell |
782
-12
| -2% | -$4.03K | 0.04% | 109 |
|
|
2022
Q3 | $220K | Buy |
+794
| New | +$220K | 0.05% | 116 |
|
|
2022
Q2 | – | Sell |
-814
| Closed | -$242K | – | 156 |
|
|
2022
Q1 | $242K | Buy |
814
+116
| +17% | +$34.5K | 0.05% | 134 |
|
|
2021
Q4 | $233K | Buy |
698
+1
| +0.1% | +$334 | 0.05% | 149 |
|
|
2021
Q3 | $212K | Buy |
+697
| New | +$212K | 0.05% | 148 |
|