IFP Advisors’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $392K | Buy |
2,474
+1,072
| +76% | +$197K | 0.01% | 1065 |
|
|
2025
Q4 | $354K | Buy |
1,402
+438
| +45% | +$105K | 0.01% | 1078 |
|
|
2025
Q3 | $253K | Buy |
964
+283
| +42% | +$82.5K | 0.01% | 1181 |
|
|
2025
Q2 | $275K | Buy |
681
+346
| +103% | +$145K | 0.01% | 1104 |
|
|
2025
Q1 | $141K | Sell |
335
-47
| -12% | -$23.2K | ﹤0.01% | 1342 |
|
|
2024
Q4 | $185K | Buy |
382
+191
| +100% | +$98.5K | 0.01% | 1152 |
|
|
2024
Q3 | $97.3K | Sell |
191
-98
| -34% | -$47.1K | ﹤0.01% | 1417 |
|
|
2024
Q2 | $130K | Sell |
289
-2,136
| -88% | -$950K | 0.01% | 1249 |
|
|
2024
Q1 | $1.16M | Buy |
2,425
+24
| +1% | +$11K | 0.05% | 382 |
|
|
2023
Q4 | $1.08M | Buy |
2,401
+2,265
| +1,665% | +$905K | 0.05% | 374 |
|
|
2023
Q3 | $46.7K | Sell |
136
-155
| -53% | -$54.1K | ﹤0.01% | 1592 |
|
|
2023
Q2 | $102K | Sell |
291
-159
| -35% | -$51.8K | ﹤0.01% | 1310 |
|
|
2023
Q1 | $31.3K | Buy |
450
+89
| +25% | +$29.4K | ﹤0.01% | 1806 |
|
|
2022
Q4 | $54K | Sell |
361
-234
| -39% | -$75.5K | ﹤0.01% | 2182 |
|
|
2022
Q3 | $90K | Sell |
595
-170
| -22% | -$47.7K | ﹤0.01% | 1931 |
|
|
2022
Q2 | $84K | Hold |
765
| – | – | ﹤0.01% | 1808 |
|
|
2022
Q1 | $84K | Buy |
765
+546
| +249% | +$158K | ﹤0.01% | 1808 |
|
|
2021
Q4 | $74K | Sell |
219
-27
| -11% | -$8.68K | ﹤0.01% | 1392 |
|
|
2021
Q3 | $77K | Buy |
246
+161
| +189% | +$46.7K | ﹤0.01% | 1403 |
|
|
2021
Q2 | $20K | Sell |
85
-5
| -6% | -$1.09K | ﹤0.01% | 1931 |
|
|
2021
Q1 | $17K | Sell |
90
-6
| -6% | -$1.04K | ﹤0.01% | 1910 |
|
|
2020
Q4 | $15K | Buy |
96
+2
| +2% | +$288 | ﹤0.01% | 1902 |
|
|
2020
Q3 | $12K | Sell |
94
-4
| -4% | -$509 | ﹤0.01% | 1839 |
|
|
2020
Q2 | $12K | Buy |
98
+59
| +151% | +$6.82K | ﹤0.01% | 1751 |
|
|
2020
Q1 | $4K | Buy |
39
+22
| +129% | +$3.01K | ﹤0.01% | 2156 |
|
|
2019
Q4 | $2K | Hold |
17
| – | – | ﹤0.01% | 2522 |
|
|
2019
Q3 | $2K | Buy |
+17
| New | +$2.47K | ﹤0.01% | 2700 |
|
|
2019
Q1 | $22K | Sell |
150
-133
| -47% | -$18.5K | ﹤0.01% | 1311 |
|
|
2018
Q4 | $36K | Sell |
283
-358
| -56% | -$51.6K | ﹤0.01% | 1794 |
|
|
2018
Q3 | $102K | Buy |
641
+369
| +136% | +$53.5K | ﹤0.01% | 1462 |
|
|
2018
Q2 | $36K | Buy |
272
+24
| +10% | +$3.07K | ﹤0.01% | 2114 |
|
|
2018
Q1 | $31K | Hold |
248
| – | – | ﹤0.01% | 2099 |
|
|
2017
Q4 | $31K | Sell |
248
-598
| -71% | -$72.6K | ﹤0.01% | 2124 |
|
|
2017
Q3 | $105K | Sell |
846
-99
| -10% | -$12.2K | ﹤0.01% | 1522 |
|
|
2017
Q2 | $117K | Sell |
945
-115
| -11% | -$13.3K | 0.01% | 1450 |
|
|
2017
Q1 | $114K | Sell |
1,060
-156
| -13% | -$16.1K | 0.01% | 1415 |
|
|
2016
Q4 | $123K | Buy |
1,216
+136
| +13% | +$13.1K | 0.01% | 1319 |
|
|
2016
Q3 | $96K | Buy |
1,080
+195
| +22% | +$18.3K | 0.01% | 1386 |
|
|
2016
Q2 | $86K | Buy |
885
+735
| +490% | +$69.8K | ﹤0.01% | 1427 |
|
|
2016
Q1 | $22K | Sell |
150
-683
| -82% | -$57.7K | ﹤0.01% | 1309 |
|
|
2015
Q4 | $76K | Buy |
+833
| New | +$73.8K | 0.01% | 1334 |
|
Other funds holding IT
IFP
VCM
VPM
