HM Payson & Co’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.14M | Sell |
2,707
-30
| -1% | -$12.6K | 0.02% | 205 |
|
|
2024
Q4 | $1.33M | Sell |
2,737
-79
| -3% | -$38.3K | 0.02% | 186 |
|
|
2024
Q3 | $1.43M | Sell |
2,816
-24
| -0.8% | -$12.2K | 0.02% | 189 |
|
|
2024
Q2 | $1.28M | Sell |
2,840
-62
| -2% | -$27.8K | 0.02% | 188 |
|
|
2024
Q1 | $1.38M | Sell |
2,902
-12
| -0.4% | -$5.72K | 0.03% | 187 |
|
|
2023
Q4 | $1.31M | Sell |
2,914
-77
| -3% | -$34.7K | 0.03% | 178 |
|
|
2023
Q3 | $1.03M | Buy |
2,991
+11
| +0.4% | +$3.78K | 0.02% | 190 |
|
|
2023
Q2 | $1.04M | Buy |
2,980
+8
| +0.3% | +$2.8K | 0.02% | 190 |
|
|
2023
Q1 | $968K | Hold |
2,972
| – | – | 0.02% | 192 |
|
|
2022
Q4 | $999K | Sell |
2,972
-47
| -2% | -$15.8K | 0.02% | 187 |
|
|
2022
Q3 | $835K | Hold |
3,019
| – | – | 0.02% | 193 |
|
|
2022
Q2 | $730K | Hold |
3,019
| – | – | 0.02% | 217 |
|
|
2022
Q1 | $898K | Sell |
3,019
-84
| -3% | -$25K | 0.02% | 217 |
|
|
2021
Q4 | $1.04M | Hold |
3,103
| – | – | 0.02% | 209 |
|
|
2021
Q3 | $943K | Sell |
3,103
-67
| -2% | -$20.4K | 0.02% | 213 |
|
|
2021
Q2 | $768K | Hold |
3,170
| – | – | 0.02% | 228 |
|
|
2021
Q1 | $579K | Hold |
3,170
| – | – | 0.02% | 258 |
|
|
2020
Q4 | $508K | Buy |
3,170
+15
| +0.5% | +$2.4K | 0.01% | 267 |
|
|
2020
Q3 | $394K | Hold |
3,155
| – | – | 0.01% | 273 |
|
|
2020
Q2 | $383K | Sell |
3,155
-118
| -4% | -$14.3K | 0.01% | 260 |
|
|
2020
Q1 | $326K | Sell |
3,273
-683
| -17% | -$68K | 0.01% | 252 |
|
|
2019
Q4 | $610K | Hold |
3,956
| – | – | 0.02% | 245 |
|
|
2019
Q3 | $566K | Hold |
3,956
| – | – | 0.02% | 250 |
|
|
2019
Q2 | $637K | Buy |
+3,956
| New | +$637K | 0.02% | 239 |
|
|
2018
Q4 | – | Sell |
-3,999
| Closed | -$634K | – | 241 |
|
|
2018
Q3 | $634K | Buy |
+3,999
| New | +$634K | 0.03% | 205 |
|