Greenleaf Trust’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $690K | Buy |
1,706
+102
| +6% | +$41.2K | 0.01% | 413 |
|
|
2025
Q1 | $673K | Sell |
1,604
-32
| -2% | -$13.4K | 0.01% | 420 |
|
|
2024
Q4 | $793K | Buy |
1,636
+32
| +2% | +$15.5K | 0.01% | 388 |
|
|
2024
Q3 | $813K | Buy |
1,604
+65
| +4% | +$32.9K | 0.01% | 384 |
|
|
2024
Q2 | $691K | Buy |
1,539
+14
| +0.9% | +$6.29K | 0.01% | 388 |
|
|
2024
Q1 | $727K | Sell |
1,525
-76
| -5% | -$36.2K | 0.01% | 368 |
|
|
2023
Q4 | $722K | Buy |
1,601
+20
| +1% | +$9.02K | 0.01% | 362 |
|
|
2023
Q3 | $543K | Sell |
1,581
-30
| -2% | -$10.3K | 0.01% | 415 |
|
|
2023
Q2 | $564K | Sell |
1,611
-80
| -5% | -$28K | 0.01% | 424 |
|
|
2023
Q1 | $551K | Sell |
1,691
-36
| -2% | -$11.7K | 0.01% | 422 |
|
|
2022
Q4 | $581K | Buy |
1,727
+158
| +10% | +$53.2K | 0.01% | 401 |
|
|
2022
Q3 | $434K | Sell |
1,569
-74
| -5% | -$20.5K | 0.01% | 436 |
|
|
2022
Q2 | $397K | Buy |
1,643
+200
| +14% | +$48.3K | 0.01% | 471 |
|
|
2022
Q1 | $429K | Sell |
1,443
-39
| -3% | -$11.6K | 0.01% | 464 |
|
|
2021
Q4 | $495K | Buy |
1,482
+60
| +4% | +$20K | 0.01% | 419 |
|
|
2021
Q3 | $432K | Buy |
1,422
+86
| +6% | +$26.1K | 0.01% | 444 |
|
|
2021
Q2 | $324K | Buy |
1,336
+115
| +9% | +$27.9K | ﹤0.01% | 543 |
|
|
2021
Q1 | $223K | Buy |
+1,221
| New | +$223K | ﹤0.01% | 655 |
|
|
2018
Q1 | – | Sell |
-122
| Closed | -$15K | – | 598 |
|
|
2017
Q4 | $15K | Hold |
122
| – | – | ﹤0.01% | 631 |
|
|
2017
Q3 | $15K | Buy |
+122
| New | +$15K | ﹤0.01% | 622 |
|