Icon Wealth Advisors’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
3,162
-26
| -0.8% | -$10.5K | 0.09% | 152 |
|
|
2025
Q1 | $1.34M | Buy |
3,188
+45
| +1% | +$18.9K | 0.11% | 132 |
|
|
2024
Q4 | $1.52M | Sell |
3,143
-1,446
| -32% | -$701K | 0.13% | 121 |
|
|
2024
Q3 | $2.33M | Sell |
4,589
-144
| -3% | -$73K | 0.19% | 85 |
|
|
2024
Q2 | $2.37M | Buy |
4,733
+162
| +4% | +$81.2K | 0.21% | 84 |
|
|
2024
Q1 | $2.18M | Sell |
4,571
-68
| -1% | -$32.4K | 0.2% | 94 |
|
|
2023
Q4 | $2.09M | Buy |
+4,639
| New | +$2.09M | 0.22% | 88 |
|
|
2022
Q4 | $2.66M | Sell |
7,919
-141
| -2% | -$47.4K | 0.31% | 77 |
|
|
2022
Q3 | $2.23M | Buy |
+8,060
| New | +$2.23M | 0.27% | 85 |
|