Johnson Investment Counsel’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $400K | Buy |
2,528
+787
| +45% | +$145K | ﹤0.01% | 644 |
|
|
2025
Q4 | $439K | Buy |
+1,741
| New | +$419K | ﹤0.01% | 576 |
|
|
2025
Q3 | – | Sell |
-730
| Closed | -$295K | – | 850 |
|
|
2025
Q2 | $295K | Sell |
730
-1
| -0.1% | -$418 | ﹤0.01% | 671 |
|
|
2025
Q1 | $307K | Sell |
731
-12
| -2% | -$5.91K | ﹤0.01% | 638 |
|
|
2024
Q4 | $360K | Sell |
743
-207
| -22% | -$107K | ﹤0.01% | 600 |
|
|
2024
Q3 | $482K | Sell |
950
-7
| -0.7% | -$3.37K | ﹤0.01% | 522 |
|
|
2024
Q2 | $430K | Sell |
957
-35
| -4% | -$15.6K | ﹤0.01% | 525 |
|
|
2024
Q1 | $473K | Buy |
992
+29
| +3% | +$13.3K | 0.01% | 516 |
|
|
2023
Q4 | $434K | Sell |
963
-5
| -0.5% | -$2K | 0.01% | 510 |
|
|
2023
Q3 | $333K | Sell |
968
-27
| -3% | -$9.42K | ﹤0.01% | 545 |
|
|
2023
Q2 | $349K | Sell |
995
-142
| -12% | -$46.2K | ﹤0.01% | 539 |
|
|
2023
Q1 | $370K | Sell |
1,137
-155
| -12% | -$51.2K | ﹤0.01% | 511 |
|
|
2022
Q4 | $434K | Sell |
1,292
-140
| -10% | -$45.2K | 0.01% | 483 |
|
|
2022
Q3 | $396K | Sell |
1,432
-137
| -9% | -$38.4K | 0.01% | 476 |
|
|
2022
Q2 | $379K | Sell |
1,569
-208
| -12% | -$55.3K | 0.01% | 501 |
|
|
2022
Q1 | $529K | Sell |
1,777
-293
| -14% | -$84.8K | 0.01% | 453 |
|
|
2021
Q4 | $692K | Sell |
2,070
-249
| -11% | -$80.1K | 0.01% | 394 |
|
|
2021
Q3 | $705K | Sell |
2,319
-6,994
| -75% | -$2.03M | 0.01% | 391 |
|
|
2021
Q2 | $2.26M | Sell |
9,313
-1,749
| -16% | -$383K | 0.03% | 199 |
|
|
2021
Q1 | $2.02M | Buy |
11,062
+815
| +8% | +$142K | 0.03% | 211 |
|
|
2020
Q4 | $1.64M | Sell |
10,247
-4
| -0% | -$576 | 0.03% | 223 |
|
|
2020
Q3 | $1.28M | Hold |
10,251
| – | – | 0.02% | 241 |
|
|
2020
Q2 | $1.24M | Buy |
+10,251
| New | +$1.18M | 0.03% | 232 |
|
Other funds holding IT
IFP
VCM
VPM
