Marks Group Wealth Management’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.75M | Buy |
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|
2025
Q1 | $2.8M | Buy |
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|
2024
Q4 | $3.14M | Buy |
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|
2024
Q3 | $3.2M | Buy |
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|
2024
Q2 | $1.76M | Buy |
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|
2024
Q1 | $1.87M | Buy |
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|
2023
Q4 | $1.75M | Buy |
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|
2023
Q3 | $1.32M | Buy |
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|
2023
Q2 | $1.27M | Buy |
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|
2023
Q1 | $1.17M | Buy |
|
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|
2022
Q4 | $1.2M | Sell |
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|
2022
Q3 | $1.01M | Buy |
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|
2022
Q2 | $867K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $264K | Sell |
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|
2020
Q4 | $236K | Sell |
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|
2020
Q3 | $211K | Buy |
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|
2020
Q2 | $204K | Sell |
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|
2020
Q1 | $1.47M | Buy |
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|
2019
Q4 | $2.11M | Buy |
|