Merit Financial Group’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
2,556
+714
| +39% | +$289K | 0.01% | 773 |
|
|
2025
Q1 | $773K | Buy |
1,842
+249
| +16% | +$105K | 0.01% | 762 |
|
|
2024
Q4 | $772K | Buy |
+1,593
| New | +$772K | 0.01% | 574 |
|
|
2024
Q3 | – | Sell |
-1,221
| Closed | -$548K | – | 895 |
|
|
2024
Q2 | $548K | Buy |
1,221
+76
| +7% | +$34.1K | 0.01% | 558 |
|
|
2024
Q1 | $491K | Buy |
+1,145
| New | +$491K | 0.01% | 571 |
|