MAI Capital Management’s Gartner IT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.23M | Sell |
15,408
-170
| -1% | -$68.7K | 0.04% | 304 |
|
2025
Q1 | $6.54M | Sell |
15,578
-607
| -4% | -$255K | 0.05% | 284 |
|
2024
Q4 | $7.84M | Buy |
16,185
+598
| +4% | +$290K | 0.06% | 263 |
|
2024
Q3 | $7.9M | Sell |
15,587
-2,252
| -13% | -$1.14M | 0.08% | 202 |
|
2024
Q2 | $8.01M | Sell |
17,839
-635
| -3% | -$285K | 0.08% | 196 |
|
2024
Q1 | $8.81M | Buy |
18,474
+15,367
| +495% | +$7.33M | 0.09% | 177 |
|
2023
Q4 | $1.4M | Buy |
3,107
+94
| +3% | +$42.4K | 0.02% | 383 |
|
2023
Q3 | $1.04M | Sell |
3,013
-21
| -0.7% | -$7.22K | 0.02% | 422 |
|
2023
Q2 | $1.06M | Buy |
3,034
+39
| +1% | +$13.7K | 0.02% | 411 |
|
2023
Q1 | $976K | Sell |
2,995
-271
| -8% | -$88.3K | 0.02% | 419 |
|
2022
Q4 | $1.1M | Sell |
3,266
-460
| -12% | -$155K | 0.02% | 387 |
|
2022
Q3 | $1.03M | Buy |
+3,726
| New | +$1.03M | 0.02% | 356 |
|