Monte 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
$798K Buy
1,974
+37
+2% +$15K 0.31% 70
2025
Q1
$778K Buy
+1,937
New +$778K 0.34% 66