McDonald Partners’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Sell |
4,825
-100
| -2% | -$40.4K | 0.47% | 61 |
|
|
2025
Q1 | $2.07M | Sell |
4,925
-300
| -6% | -$126K | 0.54% | 53 |
|
|
2024
Q4 | $2.53M | Sell |
5,225
-125
| -2% | -$60.6K | 0.65% | 42 |
|
|
2024
Q3 | $2.71M | Sell |
5,350
-200
| -4% | -$101K | 0.68% | 41 |
|
|
2024
Q2 | $2.49M | Buy |
5,550
+25
| +0.5% | +$11.2K | 0.67% | 40 |
|
|
2024
Q1 | $2.63M | Sell |
5,525
-10
| -0.2% | -$4.77K | 0.72% | 38 |
|
|
2023
Q4 | $2.5M | Hold |
5,535
| – | – | 0.74% | 37 |
|
|
2023
Q3 | $1.9M | Buy |
5,535
+41
| +0.7% | +$14.1K | 0.62% | 44 |
|
|
2023
Q2 | $1.92M | Buy |
5,494
+285
| +5% | +$99.8K | 0.59% | 45 |
|
|
2023
Q1 | $1.7M | Buy |
5,209
+50
| +1% | +$16.3K | 0.55% | 52 |
|
|
2022
Q4 | $1.73M | Sell |
5,159
-25
| -0.5% | -$8.4K | 0.59% | 46 |
|
|
2022
Q3 | $1.43M | Hold |
5,184
| – | – | 0.55% | 50 |
|
|
2022
Q2 | $1.25M | Hold |
5,184
| – | – | 0.32% | 92 |
|
|
2022
Q1 | $1.54M | Buy |
5,184
+5,182
| +259,100% | +$1.54M | 0.34% | 86 |
|
|
2021
Q4 | $669 | Sell |
2
-5,207
| -100% | -$1.74M | ﹤0.01% | 468 |
|
|
2021
Q3 | $1.58M | Hold |
5,209
| – | – | 0.37% | 80 |
|
|
2021
Q2 | $1.26M | Hold |
5,209
| – | – | 0.3% | 98 |
|
|
2021
Q1 | $951K | Hold |
5,209
| – | – | 0.24% | 116 |
|
|
2020
Q4 | $834K | Buy |
+5,209
| New | +$834K | 0.23% | 116 |
|