IP
Isthmus Partners’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.7M | Buy |
31,500
+280
| +0.9% | +$113K | 1.49% | 27 |
|
|
2025
Q1 | $13.1M | Buy |
31,220
+118
| +0.4% | +$49.5K | 1.64% | 20 |
|
|
2024
Q4 | $15.1M | Sell |
31,102
-130
| -0.4% | -$63K | 1.83% | 12 |
|
|
2024
Q3 | $15.8M | Sell |
31,232
-128
| -0.4% | -$64.9K | 1.88% | 10 |
|
|
2024
Q2 | $14.1M | Sell |
31,360
-449
| -1% | -$202K | 1.66% | 13 |
|
|
2024
Q1 | $15.2M | Sell |
31,809
-736
| -2% | -$351K | 1.72% | 12 |
|
|
2023
Q4 | $14.7M | Buy |
32,545
+482
| +2% | +$217K | 1.91% | 7 |
|
|
2023
Q3 | $11M | Buy |
32,063
+55
| +0.2% | +$18.9K | 1.59% | 17 |
|
|
2023
Q2 | $11.2M | Buy |
32,008
+140
| +0.4% | +$49K | 1.53% | 20 |
|
|
2023
Q1 | $10.4M | Buy |
31,868
+922
| +3% | +$300K | 1.46% | 25 |
|
|
2022
Q4 | $10.4M | Buy |
30,946
+21,085
| +214% | +$7.09M | 1.56% | 17 |
|
|
2022
Q3 | $2.73M | Sell |
9,861
-34
| -0.3% | -$9.41K | 0.47% | 49 |
|
|
2022
Q2 | $2.39M | Buy |
9,895
+87
| +0.9% | +$21K | 0.45% | 49 |
|
|
2022
Q1 | $2.92M | Buy |
9,808
+130
| +1% | +$38.7K | 0.48% | 50 |
|
|
2021
Q4 | $3.24M | Sell |
9,678
-188
| -2% | -$62.9K | 0.54% | 51 |
|
|
2021
Q3 | $3M | Sell |
9,866
-582
| -6% | -$177K | 0.54% | 50 |
|
|
2021
Q2 | $2.53M | Sell |
10,448
-150
| -1% | -$36.3K | 0.45% | 52 |
|
|
2021
Q1 | $1.94M | Buy |
10,598
+11
| +0.1% | +$2.01K | 0.36% | 60 |
|
|
2020
Q4 | $1.7M | Sell |
10,587
-199
| -2% | -$31.9K | 0.34% | 54 |
|
|
2020
Q3 | $1.35M | Buy |
10,786
+35
| +0.3% | +$4.37K | 0.31% | 59 |
|
|
2020
Q2 | $1.3M | Buy |
10,751
+994
| +10% | +$121K | 0.32% | 57 |
|
|
2020
Q1 | $972K | Sell |
9,757
-727
| -7% | -$72.4K | 0.3% | 63 |
|
|
2019
Q4 | $1.62M | Sell |
10,484
-3
| -0% | -$462 | 0.37% | 52 |
|
|
2019
Q3 | $1.5M | Buy |
10,487
+431
| +4% | +$61.6K | 0.36% | 52 |
|
|
2019
Q2 | $1.62M | Buy |
+10,056
| New | +$1.62M | 0.39% | 51 |
|
|
2019
Q1 | – | Sell |
-9,980
| Closed | -$1.28M | – | 161 |
|
|
2018
Q4 | $1.28M | Buy |
9,980
+735
| +8% | +$94K | 0.38% | 54 |
|
|
2018
Q3 | $1.47M | Buy |
9,245
+10
| +0.1% | +$1.59K | 0.37% | 48 |
|
|
2018
Q2 | $1.23M | Buy |
9,235
+132
| +1% | +$17.5K | 0.32% | 57 |
|
|
2018
Q1 | $1.07M | Buy |
9,103
+142
| +2% | +$16.7K | 0.29% | 60 |
|
|
2017
Q4 | $1.1M | Sell |
8,961
-46
| -0.5% | -$5.67K | 0.3% | 57 |
|
|
2017
Q3 | $1.12M | Sell |
9,007
-13
| -0.1% | -$1.62K | 0.31% | 58 |
|
|
2017
Q2 | $1.11M | Sell |
9,020
-263
| -3% | -$32.5K | 0.33% | 50 |
|
|
2017
Q1 | $1M | Buy |
9,283
+32
| +0.3% | +$3.45K | 0.29% | 52 |
|
|
2016
Q4 | $935K | Buy |
9,251
+721
| +8% | +$72.9K | 0.28% | 59 |
|
|
2016
Q3 | $757K | Buy |
8,530
+70
| +0.8% | +$6.21K | 0.24% | 71 |
|
|
2016
Q2 | $824K | Sell |
8,460
-231
| -3% | -$22.5K | 0.27% | 57 |
|
|
2016
Q1 | $777K | Sell |
8,691
-608
| -7% | -$54.4K | 0.26% | 62 |
|
|
2015
Q4 | $843K | Buy |
9,299
+273
| +3% | +$24.7K | 0.29% | 54 |
|
|
2015
Q3 | $758K | Sell |
9,026
-196
| -2% | -$16.5K | 0.28% | 58 |
|
|
2015
Q2 | $791K | Buy |
9,222
+52
| +0.6% | +$4.46K | 0.26% | 56 |
|
|
2015
Q1 | $769K | Buy |
9,170
+134
| +1% | +$11.2K | 0.26% | 57 |
|
|
2014
Q4 | $761K | Buy |
+9,036
| New | +$761K | 0.26% | 53 |
|