Institute for Wealth Management’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
3,034
+10
| +0.3% | +$4.04K | 0.14% | 160 |
|
|
2025
Q1 | $1.27M | Buy |
3,024
+328
| +12% | +$138K | 0.16% | 137 |
|
|
2024
Q4 | $1.31M | Hold |
2,696
| – | – | 0.16% | 129 |
|
|
2024
Q3 | $1.37M | Sell |
2,696
-26
| -1% | -$13.2K | 0.17% | 131 |
|
|
2024
Q2 | $1.22M | Hold |
2,722
| – | – | 0.16% | 133 |
|
|
2024
Q1 | $1.3M | Sell |
2,722
-170
| -6% | -$81K | 0.17% | 131 |
|
|
2023
Q4 | $1.3M | Sell |
2,892
-10
| -0.3% | -$4.51K | 0.21% | 119 |
|
|
2023
Q3 | $997K | Sell |
2,902
-28
| -1% | -$9.62K | 0.18% | 134 |
|
|
2023
Q2 | $1.03M | Sell |
2,930
-298
| -9% | -$104K | 0.17% | 135 |
|
|
2023
Q1 | $1.05M | Sell |
3,228
-89
| -3% | -$29K | 0.2% | 126 |
|
|
2022
Q4 | $1.11M | Buy |
3,317
+74
| +2% | +$24.9K | 0.23% | 113 |
|
|
2022
Q3 | $897K | Buy |
3,243
+79
| +2% | +$21.9K | 0.2% | 135 |
|
|
2022
Q2 | $765K | Buy |
3,164
+130
| +4% | +$31.4K | 0.15% | 168 |
|
|
2022
Q1 | $902K | Hold |
3,034
| – | – | 0.15% | 175 |
|
|
2021
Q4 | $1.01M | Hold |
3,034
| – | – | 0.17% | 156 |
|
|
2021
Q3 | $922K | Sell |
3,034
-221
| -7% | -$67.2K | 0.16% | 165 |
|
|
2021
Q2 | $788K | Buy |
3,255
+111
| +4% | +$26.9K | 0.14% | 183 |
|
|
2021
Q1 | $574K | Sell |
3,144
-117
| -4% | -$21.4K | 0.11% | 233 |
|
|
2020
Q4 | $522K | Buy |
3,261
+518
| +19% | +$82.9K | 0.1% | 239 |
|
|
2020
Q3 | $343K | Buy |
2,743
+8
| +0.3% | +$1K | 0.08% | 291 |
|
|
2020
Q2 | $332K | Buy |
2,735
+76
| +3% | +$9.23K | 0.08% | 306 |
|
|
2020
Q1 | $265K | Buy |
2,659
+67
| +3% | +$6.68K | 0.08% | 298 |
|
|
2019
Q4 | $399K | Buy |
2,592
+934
| +56% | +$144K | 0.09% | 293 |
|
|
2019
Q3 | $237K | Buy |
1,658
+61
| +4% | +$8.72K | 0.06% | 367 |
|
|
2019
Q2 | $257K | Buy |
1,597
+223
| +16% | +$35.9K | 0.06% | 383 |
|
|
2019
Q1 | $208K | Buy |
+1,374
| New | +$208K | 0.05% | 410 |
|