MilWealth 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 | $264K | Hold |
654
| – | – | 0.07% | 25 |
|
2025
Q1 | $275K | Hold |
654
| – | – | 0.08% | 25 |
|
2024
Q4 | $317K | Sell |
654
-59
| -8% | -$28.6K | 0.09% | 26 |
|
2024
Q3 | $361K | Sell |
713
-63
| -8% | -$31.9K | 0.11% | 21 |
|
2024
Q2 | $348K | Sell |
776
-111
| -13% | -$49.8K | 0.11% | 20 |
|
2024
Q1 | $423K | Hold |
887
| – | – | 0.13% | 19 |
|
2023
Q4 | $400K | Sell |
887
-147
| -14% | -$66.3K | 0.13% | 19 |
|
2023
Q3 | $355K | Buy |
+1,034
| New | +$355K | 0.14% | 17 |
|