Kestra Advisory Services’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 | $964K | Buy |
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|
2025
Q2 | $1.35M | Buy |
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|
2025
Q1 | $1.34M | Sell |
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|
2024
Q4 | $1.6M | Sell |
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|
2024
Q3 | $2.13M | Sell |
|
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|
2024
Q2 | $2.01M | Buy |
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|
2024
Q1 | $2.09M | Sell |
|
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|
2023
Q4 | $2.09M | Buy |
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|
2023
Q3 | $1.51M | Buy |
|
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|
2023
Q2 | $1.42M | Buy |
|
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|
2023
Q1 | $1.28M | Sell |
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|
2022
Q4 | $1.96M | Buy |
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|
2022
Q3 | $1.5M | Buy |
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|
2022
Q2 | $978K | Buy |
|
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|
2022
Q1 | $1.08M | Sell |
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|
2021
Q4 | $1.43M | Sell |
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|
2021
Q3 | $1.48M | Buy |
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|
2021
Q2 | $1.06M | Buy |
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|
2021
Q1 | $696K | Buy |
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|
2020
Q4 | $233K | Buy |
|