Integrated Wealth Concepts’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $373K | Sell |
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|
2025
Q2 | $926K | Buy |
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|
2025
Q1 | $318K | Sell |
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|
2024
Q4 | $412K | Sell |
|
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|
2024
Q3 | $436K | Hold |
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|
2024
Q2 | $386K | Sell |
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|
2024
Q1 | $903K | Sell |
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|
2023
Q4 | $907K | Sell |
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|
2023
Q3 | $754K | Hold |
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|
2023
Q2 | $769K | Buy |
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|
2023
Q1 | $252K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $498K | Buy |
|