Great Valley Advisor Group’s Gartner IT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$325K Sell
802
-3
-0.4% -$1.21K 0.01% 722
2025
Q1
$338K Sell
805
-95
-11% -$39.8K 0.01% 686
2024
Q4
$436K Buy
+900
New +$436K 0.01% 603