LGT Financial Advisors’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.04K | Hold |
10
| – | – | 0.01% | 312 |
|
|
2025
Q1 | $4.2K | Sell |
10
-132
| -93% | -$55.4K | 0.01% | 239 |
|
|
2024
Q4 | $68.8K | Hold |
142
| – | – | 0.15% | 124 |
|
|
2024
Q3 | $72K | Sell |
142
-50
| -26% | -$25.3K | 0.18% | 91 |
|
|
2024
Q2 | $86.2K | Sell |
192
-199
| -51% | -$89.4K | 0.18% | 97 |
|
|
2024
Q1 | $186K | Sell |
391
-14
| -3% | -$6.67K | 0.22% | 105 |
|
|
2023
Q4 | $183K | Sell |
405
-43
| -10% | -$19.4K | 0.22% | 106 |
|
|
2023
Q3 | $154K | Sell |
448
-295
| -40% | -$101K | 0.2% | 114 |
|
|
2023
Q2 | $260K | Sell |
743
-20
| -3% | -$7.01K | 0.28% | 89 |
|
|
2023
Q1 | $249K | Sell |
763
-77
| -9% | -$25.1K | 0.46% | 64 |
|
|
2022
Q4 | $282K | Buy |
+840
| New | +$282K | 0.33% | 68 |
|