IFP Advisors’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Buy |
681
+346
| +103% | +$140K | 0.01% | 1104 |
|
|
2025
Q1 | $141K | Sell |
335
-47
| -12% | -$19.7K | ﹤0.01% | 1342 |
|
|
2024
Q4 | $185K | Buy |
382
+191
| +100% | +$92.5K | 0.01% | 1152 |
|
|
2024
Q3 | $97.3K | Sell |
191
-98
| -34% | -$49.9K | ﹤0.01% | 1417 |
|
|
2024
Q2 | $130K | Sell |
289
-2,136
| -88% | -$960K | 0.01% | 1249 |
|
|
2024
Q1 | $1.16M | Buy |
2,425
+24
| +1% | +$11.4K | 0.05% | 382 |
|
|
2023
Q4 | $1.08M | Buy |
2,401
+2,265
| +1,665% | +$1.02M | 0.05% | 374 |
|
|
2023
Q3 | $46.7K | Sell |
136
-155
| -53% | -$53.3K | ﹤0.01% | 1592 |
|
|
2023
Q2 | $102K | Sell |
291
-159
| -35% | -$55.7K | ﹤0.01% | 1310 |
|
|
2023
Q1 | $31.3K | Buy |
450
+89
| +25% | +$6.18K | ﹤0.01% | 1806 |
|
|
2022
Q4 | $54K | Sell |
361
-234
| -39% | -$35K | ﹤0.01% | 2182 |
|
|
2022
Q3 | $90K | Sell |
595
-170
| -22% | -$25.7K | ﹤0.01% | 1932 |
|
|
2022
Q2 | $84K | Hold |
765
| – | – | ﹤0.01% | 1809 |
|
|
2022
Q1 | $84K | Buy |
765
+546
| +249% | +$60K | ﹤0.01% | 1809 |
|
|
2021
Q4 | $74K | Sell |
219
-27
| -11% | -$9.12K | ﹤0.01% | 1371 |
|
|
2021
Q3 | $77K | Buy |
246
+161
| +189% | +$50.4K | ﹤0.01% | 1361 |
|
|
2021
Q2 | $20K | Sell |
85
-5
| -6% | -$1.18K | ﹤0.01% | 1927 |
|
|
2021
Q1 | $17K | Sell |
90
-6
| -6% | -$1.13K | ﹤0.01% | 1902 |
|
|
2020
Q4 | $15K | Buy |
96
+2
| +2% | +$313 | ﹤0.01% | 1899 |
|
|
2020
Q3 | $12K | Sell |
94
-4
| -4% | -$511 | ﹤0.01% | 1835 |
|
|
2020
Q2 | $12K | Buy |
98
+59
| +151% | +$7.22K | ﹤0.01% | 1743 |
|
|
2020
Q1 | $4K | Buy |
39
+22
| +129% | +$2.26K | ﹤0.01% | 2128 |
|
|
2019
Q4 | $2K | Hold |
17
| – | – | ﹤0.01% | 2510 |
|
|
2019
Q3 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 2688 |
|
|
2019
Q1 | $22K | Sell |
150
-133
| -47% | -$19.5K | ﹤0.01% | 1311 |
|
|
2018
Q4 | $36K | Sell |
283
-358
| -56% | -$45.5K | ﹤0.01% | 1782 |
|
|
2018
Q3 | $102K | Buy |
641
+369
| +136% | +$58.7K | ﹤0.01% | 1454 |
|
|
2018
Q2 | $36K | Buy |
272
+24
| +10% | +$3.18K | ﹤0.01% | 2093 |
|
|
2018
Q1 | $31K | Hold |
248
| – | – | ﹤0.01% | 2099 |
|
|
2017
Q4 | $31K | Sell |
248
-598
| -71% | -$74.8K | ﹤0.01% | 2094 |
|
|
2017
Q3 | $105K | Sell |
846
-99
| -10% | -$12.3K | ﹤0.01% | 1514 |
|
|
2017
Q2 | $117K | Sell |
945
-115
| -11% | -$14.2K | 0.01% | 1442 |
|
|
2017
Q1 | $114K | Sell |
1,060
-156
| -13% | -$16.8K | 0.01% | 1409 |
|
|
2016
Q4 | $123K | Buy |
1,216
+136
| +13% | +$13.8K | 0.01% | 1316 |
|
|
2016
Q3 | $96K | Buy |
1,080
+195
| +22% | +$17.3K | 0.01% | 1381 |
|
|
2016
Q2 | $86K | Buy |
885
+735
| +490% | +$71.4K | ﹤0.01% | 1423 |
|
|
2016
Q1 | $22K | Sell |
150
-683
| -82% | -$100K | ﹤0.01% | 1311 |
|
|
2015
Q4 | $76K | Buy |
+833
| New | +$76K | 0.01% | 1329 |
|