Jones Financial Companies’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Buy |
946
+320
| +51% | +$129K | ﹤0.01% | 1389 |
|
|
2025
Q1 | $262K | Buy |
626
+120
| +24% | +$50.2K | ﹤0.01% | 1376 |
|
|
2024
Q4 | $245K | Buy |
506
+307
| +154% | +$149K | ﹤0.01% | 1261 |
|
|
2024
Q3 | $101K | Buy |
199
+47
| +31% | +$23.9K | ﹤0.01% | 1401 |
|
|
2024
Q2 | $68.3K | Buy |
152
+70
| +85% | +$31.4K | ﹤0.01% | 1155 |
|
|
2024
Q1 | $39.1K | Buy |
82
+33
| +67% | +$15.7K | ﹤0.01% | 776 |
|
|
2023
Q4 | $22.1K | Sell |
49
-5
| -9% | -$2.26K | ﹤0.01% | 574 |
|
|
2023
Q3 | $18.6K | Buy |
54
+11
| +26% | +$3.78K | ﹤0.01% | 441 |
|
|
2023
Q2 | $15.1K | Hold |
43
| – | – | ﹤0.01% | 443 |
|
|
2023
Q1 | $14K | Buy |
43
+21
| +95% | +$6.84K | ﹤0.01% | 450 |
|
|
2022
Q4 | $7K | Buy |
+22
| New | +$7K | ﹤0.01% | 508 |
|
|
2022
Q3 | – | Sell |
-5
| Closed | -$1K | – | 636 |
|
|
2022
Q2 | $1K | Sell |
5
-24
| -83% | -$4.8K | ﹤0.01% | 651 |
|
|
2022
Q1 | $9K | Hold |
29
| – | – | ﹤0.01% | 518 |
|
|
2021
Q4 | $10K | Hold |
29
| – | – | ﹤0.01% | 550 |
|
|
2021
Q3 | $9K | Hold |
29
| – | – | ﹤0.01% | 512 |
|
|
2021
Q2 | $7K | Buy |
+29
| New | +$7K | ﹤0.01% | 522 |
|
|
2021
Q1 | – | Sell |
-19
| Closed | -$3K | – | 819 |
|
|
2020
Q4 | $3K | Buy |
+19
| New | +$3K | ﹤0.01% | 559 |
|