HM Payson & Co’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $704K | Sell |
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|
2025
Q2 | $1.09M | Hold |
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|
2025
Q1 | $1.14M | Sell |
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|
2024
Q4 | $1.33M | Sell |
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|
2024
Q3 | $1.43M | Sell |
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|
2024
Q2 | $1.28M | Sell |
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|
2024
Q1 | $1.38M | Sell |
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|
2023
Q4 | $1.31M | Sell |
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|
2023
Q3 | $1.03M | Buy |
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|
2023
Q2 | $1.04M | Buy |
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|
2023
Q1 | $968K | Hold |
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|
2022
Q4 | $999K | Sell |
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|
2022
Q3 | $835K | Hold |
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|
2022
Q2 | $730K | Hold |
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|
2022
Q1 | $898K | Sell |
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|
2021
Q4 | $1.04M | Hold |
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|
2021
Q3 | $943K | Sell |
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|
2021
Q2 | $768K | Hold |
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|
2021
Q1 | $579K | Hold |
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|
2020
Q4 | $508K | Buy |
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|
2020
Q3 | $394K | Hold |
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|
2020
Q2 | $383K | Sell |
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|
2020
Q1 | $326K | Sell |
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|
2019
Q4 | $610K | Hold |
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|
2019
Q3 | $566K | Hold |
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|
2019
Q2 | $637K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $634K | Buy |
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