Lido 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 | $2.24M | Buy |
5,540
+2,386
| +76% | +$965K | 0.01% | 514 |
|
|
2025
Q1 | $1.32M | Buy |
3,154
+2,004
| +174% | +$841K | 0.01% | 625 |
|
|
2024
Q4 | $557K | Sell |
1,150
-25
| -2% | -$12.1K | ﹤0.01% | 895 |
|
|
2024
Q3 | $596K | Buy |
1,175
+89
| +8% | +$45.1K | ﹤0.01% | 812 |
|
|
2024
Q2 | $488K | Buy |
1,086
+176
| +19% | +$79.1K | ﹤0.01% | 846 |
|
|
2024
Q1 | $434K | Buy |
910
+51
| +6% | +$24.3K | ﹤0.01% | 859 |
|
|
2023
Q4 | $388K | Sell |
859
-19
| -2% | -$8.57K | ﹤0.01% | 844 |
|
|
2023
Q3 | $302K | Buy |
878
+269
| +44% | +$92.4K | ﹤0.01% | 820 |
|
|
2023
Q2 | $213K | Buy |
+609
| New | +$213K | ﹤0.01% | 967 |
|