Intellectus Partners’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 | – | Sell |
-1,020
| Closed | -$412K | – | 286 |
|
|
2025
Q2 | $412K | Hold |
1,020
| – | – | 0.09% | 208 |
|
|
2025
Q1 | $428K | Sell |
1,020
-26
| -2% | -$12.8K | 0.11% | 201 |
|
|
2024
Q4 | $507K | Sell |
1,046
-393
| -27% | -$203K | 0.11% | 186 |
|
|
2024
Q3 | $729K | Hold |
1,439
| – | – | 0.19% | 159 |
|
|
2024
Q2 | $646K | Sell |
1,439
-107
| -7% | -$47.6K | 0.18% | 153 |
|
|
2024
Q1 | $737K | Sell |
1,546
-25
| -2% | -$11.5K | 0.19% | 143 |
|
|
2023
Q4 | $709K | Sell |
1,571
-22
| -1% | -$8.79K | 0.2% | 134 |
|
|
2023
Q3 | $547K | Sell |
1,593
-30
| -2% | -$10.5K | 0.17% | 162 |
|
|
2023
Q2 | $569K | Sell |
1,623
-441
| -21% | -$144K | 0.17% | 169 |
|
|
2023
Q1 | $672K | Sell |
2,064
-130
| -6% | -$43K | 0.21% | 135 |
|
|
2022
Q4 | $737K | Hold |
2,194
| – | – | 0.26% | 120 |
|
|
2022
Q3 | $607K | Buy |
2,194
+28
| +1% | +$7.85K | 0.22% | 131 |
|
|
2022
Q2 | $524K | Sell |
2,166
-436
| -17% | -$116K | 0.18% | 156 |
|
|
2022
Q1 | $774K | Sell |
2,602
-418
| -14% | -$121K | 0.23% | 112 |
|
|
2021
Q4 | $1.01M | Sell |
3,020
-76
| -2% | -$24.4K | 0.26% | 100 |
|
|
2021
Q3 | $941K | Hold |
3,096
| – | – | 0.23% | 121 |
|
|
2021
Q2 | $750K | Sell |
3,096
-1,108
| -26% | -$242K | 0.17% | 155 |
|
|
2021
Q1 | $767K | Buy |
4,204
+64
| +2% | +$11.1K | 0.21% | 138 |
|
|
2020
Q4 | $663K | Buy |
4,140
+201
| +5% | +$29K | 0.2% | 138 |
|
|
2020
Q3 | $492K | Buy |
3,939
+405
| +11% | +$51.5K | 0.19% | 141 |
|
|
2020
Q2 | $429K | Buy |
3,534
+149
| +4% | +$17.2K | 0.17% | 150 |
|
|
2020
Q1 | $337K | Sell |
3,385
-352
| -9% | -$48.2K | 0.16% | 152 |
|
|
2019
Q4 | $576K | Hold |
3,737
| – | – | 0.23% | 135 |
|
|
2019
Q3 | $534K | Sell |
3,737
-73
| -2% | -$10.6K | 0.23% | 130 |
|
|
2019
Q2 | $613K | Buy |
3,810
+120
| +3% | +$18.8K | 0.27% | 112 |
|
|
2019
Q1 | $560K | Buy |
3,690
+63
| +2% | +$8.74K | 0.24% | 115 |
|
|
2018
Q4 | $464K | Sell |
3,627
-1,361
| -27% | -$196K | 0.32% | 78 |
|
|
2018
Q3 | $791K | Sell |
4,988
-121
| -2% | -$17.5K | 0.28% | 106 |
|
|
2018
Q2 | $679K | Sell |
5,109
-190
| -4% | -$24.3K | 0.25% | 109 |
|
|
2018
Q1 | $623K | Buy |
5,299
+1,057
| +25% | +$132K | 0.21% | 117 |
|
|
2017
Q4 | $522K | Sell |
4,242
-10
| -0.2% | -$1.21K | 0.2% | 132 |
|
|
2017
Q3 | $529K | Sell |
4,252
-187
| -4% | -$23.1K | 0.22% | 112 |
|
|
2017
Q2 | $548K | Buy |
4,439
+149
| +3% | +$17.3K | 0.25% | 94 |
|
|
2017
Q1 | $463K | Buy |
4,290
+50
| +1% | +$5.15K | 0.24% | 112 |
|
|
2016
Q4 | $429K | Buy |
+4,240
| New | +$410K | 0.22% | 118 |
|
Other funds holding IT
IFP
SGA
