GeoWealth 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 | $103K | Buy |
256
+16
| +7% | +$6.47K | ﹤0.01% | 804 |
|
|
2025
Q1 | $101K | Sell |
240
-420
| -64% | -$176K | ﹤0.01% | 785 |
|
|
2024
Q4 | $320K | Sell |
660
-197
| -23% | -$95.4K | 0.01% | 605 |
|
|
2024
Q3 | $434K | Sell |
857
-15
| -2% | -$7.6K | 0.02% | 493 |
|
|
2024
Q2 | $392K | Buy |
872
+50
| +6% | +$22.5K | 0.02% | 502 |
|
|
2024
Q1 | $392K | Sell |
822
-89
| -10% | -$42.4K | 0.02% | 498 |
|
|
2023
Q4 | $411K | Buy |
+911
| New | +$411K | 0.03% | 363 |
|