MinichMacGregor 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
Q3 | – | Sell |
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|
2025
Q2 | $255K | Hold |
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|
2025
Q1 | $264K | Hold |
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|
2024
Q4 | $305K | Hold |
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|
2024
Q3 | $319K | Hold |
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|
2024
Q2 | $283K | Sell |
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|
2024
Q1 | $301K | Buy |
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|
2023
Q4 | $284K | Hold |
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|
2023
Q3 | $216K | Hold |
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|
2023
Q2 | $221K | Hold |
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|
2023
Q1 | $205K | Hold |
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|
2022
Q4 | $212K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $208K | Hold |
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|
2021
Q4 | $234K | Hold |
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|
2021
Q3 | $212K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $110K | Hold |
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|
2018
Q2 | $93K | Hold |
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|
2018
Q1 | $82K | Hold |
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|
2017
Q4 | $86K | Hold |
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|
2017
Q3 | $87K | Hold |
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|
2017
Q2 | $86K | Hold |
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|
2017
Q1 | $75K | Hold |
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|
2016
Q4 | $70K | Hold |
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|
2016
Q3 | $61K | Hold |
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|
2016
Q2 | $68K | Hold |
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|
2016
Q1 | $62K | Hold |
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|
2015
Q4 | $61K | Buy |
|