MWM

MinichMacGregor Wealth Management’s Gartner IT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$255K	Hold	630	–	–	0.05%	107
2025 Q1	$264K	Hold	630	–	–	0.06%	103
2024 Q4	$305K	Hold	630	–	–	0.06%	97
2024 Q3	$319K	Hold	630	–	–	0.07%	91
2024 Q2	$283K	Sell	630 -1	-0.2%	-$449	0.07%	88
2024 Q1	$301K	Buy	631 +1	+0.2%	+$477	0.08%	85
2023 Q4	$284K	Hold	630	–	–	0.08%	83
2023 Q3	$216K	Hold	630	–	–	0.07%	86
2023 Q2	$221K	Hold	630	–	–	0.07%	87
2023 Q1	$205K	Hold	630	–	–	0.07%	93
2022 Q4	$212K	Buy	+630	New	+$212K	0.08%	78
2022 Q2	–	Sell	-700	Closed	-$208K	–	87
2022 Q1	$208K	Hold	700	–	–	0.07%	84
2021 Q4	$234K	Hold	700	–	–	0.07%	78
2021 Q3	$212K	Buy	+700	New	+$212K	0.07%	76
2018 Q4	–	Sell	-700	Closed	-$110K	–	291
2018 Q3	$110K	Hold	700	–	–	0.07%	76
2018 Q2	$93K	Hold	700	–	–	0.07%	85
2018 Q1	$82K	Hold	700	–	–	0.06%	80
2017 Q4	$86K	Hold	700	–	–	0.07%	73
2017 Q3	$87K	Hold	700	–	–	0.07%	68
2017 Q2	$86K	Hold	700	–	–	0.07%	68
2017 Q1	$75K	Hold	700	–	–	0.07%	77
2016 Q4	$70K	Hold	700	–	–	0.07%	84
2016 Q3	$61K	Hold	700	–	–	0.06%	99
2016 Q2	$68K	Hold	700	–	–	0.06%	87
2016 Q1	$62K	Hold	700	–	–	0.06%	91
2015 Q4	$61K	Buy	+700	New	+$61K	0.06%	92