Kestra Private Wealth 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
Q4 | $684K | Buy |
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|
2025
Q3 | – | Sell |
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|
2025
Q2 | $576K | Sell |
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|
2025
Q1 | $872K | Sell |
|
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|
2024
Q4 | $1.31M | Buy |
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|
2024
Q3 | $1.13M | Buy |
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|
2024
Q2 | $898K | Buy |
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|
2024
Q1 | $672K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $228K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $204K | Buy |
|