Moors & Cabot’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Sell |
671
-50
| -7% | -$20.2K | 0.01% | 690 |
|
|
2025
Q1 | $303K | Hold |
721
| – | – | 0.02% | 639 |
|
|
2024
Q4 | $349K | Buy |
721
+3
| +0.4% | +$1.45K | 0.02% | 617 |
|
|
2024
Q3 | $364K | Sell |
718
-45
| -6% | -$22.8K | 0.02% | 601 |
|
|
2024
Q2 | $343K | Buy |
763
+22
| +3% | +$9.88K | 0.02% | 587 |
|
|
2024
Q1 | $353K | Sell |
741
-25
| -3% | -$11.9K | 0.02% | 616 |
|
|
2023
Q4 | $346K | Buy |
766
+5
| +0.7% | +$2.26K | 0.02% | 574 |
|
|
2023
Q3 | $261K | Buy |
761
+50
| +7% | +$17.2K | 0.02% | 639 |
|
|
2023
Q2 | $249K | Hold |
711
| – | – | 0.02% | 683 |
|
|
2023
Q1 | $232K | Sell |
711
-27
| -4% | -$8.8K | 0.02% | 701 |
|
|
2022
Q4 | $248K | Hold |
738
| – | – | 0.02% | 655 |
|
|
2022
Q3 | $204K | Buy |
+738
| New | +$204K | 0.02% | 703 |
|
|
2022
Q2 | – | Sell |
-765
| Closed | -$228K | – | 831 |
|
|
2022
Q1 | $228K | Sell |
765
-3
| -0.4% | -$894 | 0.01% | 731 |
|
|
2021
Q4 | $257K | Sell |
768
-47
| -6% | -$15.7K | 0.02% | 687 |
|
|
2021
Q3 | $248K | Buy |
+815
| New | +$248K | 0.02% | 669 |
|