Integrated Wealth Concepts’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $926K | Buy |
2,291
+1,533
| +202% | +$620K | 0.01% | 968 |
|
|
2025
Q1 | $318K | Sell |
758
-92
| -11% | -$38.6K | ﹤0.01% | 1379 |
|
|
2024
Q4 | $412K | Sell |
850
-10
| -1% | -$4.85K | ﹤0.01% | 1216 |
|
|
2024
Q3 | $436K | Hold |
860
| – | – | 0.01% | 1149 |
|
|
2024
Q2 | $386K | Sell |
860
-1,034
| -55% | -$464K | 0.01% | 1169 |
|
|
2024
Q1 | $903K | Sell |
1,894
-116
| -6% | -$55.3K | 0.01% | 801 |
|
|
2023
Q4 | $907K | Sell |
2,010
-185
| -8% | -$83.5K | 0.01% | 760 |
|
|
2023
Q3 | $754K | Hold |
2,195
| – | – | 0.01% | 809 |
|
|
2023
Q2 | $769K | Buy |
2,195
+1,421
| +184% | +$498K | 0.01% | 792 |
|
|
2023
Q1 | $252K | Buy |
+774
| New | +$252K | 0.01% | 1138 |
|
|
2022
Q2 | – | Sell |
-1,675
| Closed | -$498K | – | 1027 |
|
|
2022
Q1 | $498K | Buy |
+1,675
| New | +$498K | 0.02% | 575 |
|