Haven Private’s Gartner IT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$499K Buy
1,234
+95
+8% +$38.4K 0.22% 100
2025
Q1
$478K Buy
1,139
+372
+49% +$156K 0.27% 87
2024
Q4
$372K Buy
+767
New +$372K 0.21% 115