Legacy Capital Wealth Partners’s Gartner IT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$235K Buy
582
+17
+3% +$6.87K 0.05% 335
2025
Q1
$237K Buy
565
+18
+3% +$7.56K 0.06% 322
2024
Q4
$265K Buy
+547
New +$265K 0.07% 293