Monument Capital Management’s Gartner IT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$421K Sell
1,041
-4
-0.4% -$1.62K 0.11% 138
2025
Q1
$439K Hold
1,045
0.13% 126
2024
Q4
$506K Sell
1,045
-9
-0.9% -$4.36K 0.14% 111
2024
Q3
$534K Sell
1,054
-1
-0.1% -$507 0.15% 109
2024
Q2
$474K Buy
1,055
+13
+1% +$5.84K 0.14% 109
2024
Q1
$497K Hold
1,042
0.14% 118
2023
Q4
$470K Sell
1,042
-5
-0.5% -$2.26K 0.15% 117
2023
Q3
$360K Sell
1,047
-18
-2% -$6.19K 0.12% 128
2023
Q2
$373K Buy
1,065
+1
+0.1% +$350 0.12% 122
2023
Q1
$347K Hold
1,064
0.12% 119
2022
Q4
$358K Sell
1,064
-40
-4% -$13.4K 0.12% 120
2022
Q3
$305K Buy
+1,104
New +$305K 0.11% 124