Larson Financial Group’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Sell |
637
-291
| -31% | -$118K | 0.01% | 607 |
|
|
2025
Q1 | $390K | Buy |
928
+264
| +40% | +$111K | 0.02% | 459 |
|
|
2024
Q4 | $322K | Sell |
664
-206
| -24% | -$99.8K | 0.02% | 463 |
|
|
2024
Q3 | $441K | Buy |
+870
| New | +$441K | 0.03% | 362 |
|
|
2024
Q1 | – | Sell |
-3
| Closed | -$1.35K | – | 1848 |
|
|
2023
Q4 | $1.35K | Hold |
3
| – | – | ﹤0.01% | 1417 |
|
|
2023
Q3 | $1.03K | Hold |
3
| – | – | ﹤0.01% | 1486 |
|
|
2023
Q2 | $1.05K | Hold |
3
| – | – | ﹤0.01% | 1359 |
|
|
2023
Q1 | $977 | Hold |
3
| – | – | ﹤0.01% | 1347 |
|
|
2022
Q4 | $1.01K | Hold |
3
| – | – | ﹤0.01% | 1291 |
|
|
2022
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 1215 |
|
|
2022
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 1118 |
|