Haverford Trust Company’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Sell |
884
-58
| -6% | -$23.4K | ﹤0.01% | 339 |
|
|
2025
Q1 | $395K | Hold |
942
| – | – | ﹤0.01% | 316 |
|
|
2024
Q4 | $456K | Hold |
942
| – | – | ﹤0.01% | 303 |
|
|
2024
Q3 | $477K | Buy |
942
+203
| +27% | +$103K | ﹤0.01% | 308 |
|
|
2024
Q2 | $332K | Buy |
739
+99
| +15% | +$44.5K | ﹤0.01% | 348 |
|
|
2024
Q1 | $305K | Hold |
640
| – | – | ﹤0.01% | 332 |
|
|
2023
Q4 | $289K | Sell |
640
-36
| -5% | -$16.2K | ﹤0.01% | 331 |
|
|
2023
Q3 | $232K | Buy |
676
+36
| +6% | +$12.4K | ﹤0.01% | 333 |
|
|
2023
Q2 | $224K | Buy |
+640
| New | +$224K | ﹤0.01% | 346 |
|