MGWM
Marks Group Wealth Management’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.75M | Buy |
6,792
+125
| +2% | +$50.5K | 0.26% | 102 |
|
|
2025
Q1 | $2.8M | Buy |
6,667
+181
| +3% | +$76K | 0.27% | 99 |
|
|
2024
Q4 | $3.14M | Buy |
6,486
+165
| +3% | +$79.9K | 0.31% | 96 |
|
|
2024
Q3 | $3.2M | Buy |
6,321
+2,392
| +61% | +$1.21M | 0.31% | 95 |
|
|
2024
Q2 | $1.76M | Buy |
3,929
+13
| +0.3% | +$5.84K | 0.19% | 131 |
|
|
2024
Q1 | $1.87M | Buy |
3,916
+30
| +0.8% | +$14.3K | 0.2% | 128 |
|
|
2023
Q4 | $1.75M | Buy |
3,886
+44
| +1% | +$19.8K | 0.2% | 131 |
|
|
2023
Q3 | $1.32M | Buy |
3,842
+207
| +6% | +$71.1K | 0.16% | 143 |
|
|
2023
Q2 | $1.27M | Buy |
3,635
+33
| +0.9% | +$11.6K | 0.15% | 147 |
|
|
2023
Q1 | $1.17M | Buy |
3,602
+29
| +0.8% | +$9.45K | 0.15% | 151 |
|
|
2022
Q4 | $1.2M | Sell |
3,573
-67
| -2% | -$22.5K | 0.16% | 145 |
|
|
2022
Q3 | $1.01M | Buy |
3,640
+57
| +2% | +$15.8K | 0.15% | 152 |
|
|
2022
Q2 | $867K | Buy |
+3,583
| New | +$867K | 0.13% | 175 |
|
|
2021
Q2 | – | Sell |
-1,449
| Closed | -$264K | – | 275 |
|
|
2021
Q1 | $264K | Sell |
1,449
-24
| -2% | -$4.37K | 0.04% | 220 |
|
|
2020
Q4 | $236K | Sell |
1,473
-215
| -13% | -$34.4K | 0.04% | 231 |
|
|
2020
Q3 | $211K | Buy |
1,688
+7
| +0.4% | +$875 | 0.04% | 228 |
|
|
2020
Q2 | $204K | Sell |
1,681
-13,123
| -89% | -$1.59M | 0.04% | 223 |
|
|
2020
Q1 | $1.47M | Buy |
14,804
+1,133
| +8% | +$113K | 0.38% | 106 |
|
|
2019
Q4 | $2.11M | Buy |
+13,671
| New | +$2.11M | 0.41% | 100 |
|