JSAM
J. Safra Asset Management’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.2K | Buy |
55
+37
| +206% | +$14.9K | ﹤0.01% | 204 |
|
|
2025
Q1 | $7.56K | Sell |
18
-20
| -53% | -$8.39K | ﹤0.01% | 258 |
|
|
2024
Q4 | $18.4K | Hold |
38
| – | – | ﹤0.01% | 254 |
|
|
2024
Q3 | $19.3K | Hold |
38
| – | – | ﹤0.01% | 200 |
|
|
2024
Q2 | $17.1K | Sell |
38
-108
| -74% | -$48.5K | ﹤0.01% | 181 |
|
|
2024
Q1 | $69.6K | Buy |
146
+54
| +59% | +$25.7K | 0.01% | 70 |
|
|
2023
Q4 | $41.5K | Buy |
92
+5
| +6% | +$2.26K | 0.01% | 85 |
|
|
2023
Q3 | $29.9K | Buy |
+87
| New | +$29.9K | ﹤0.01% | 85 |
|