MWM
Moran Wealth Management’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.45M | Sell |
8,537
-18,660
| -69% | -$7.54M | 0.11% | 234 |
|
|
2025
Q1 | $11.4M | Sell |
27,197
-27,827
| -51% | -$11.7M | 0.38% | 82 |
|
|
2024
Q4 | $26.7M | Sell |
55,024
-50
| -0.1% | -$24.2K | 0.85% | 22 |
|
|
2024
Q3 | $27.9M | Sell |
55,074
-150
| -0.3% | -$76K | 0.86% | 24 |
|
|
2024
Q2 | $24.8M | Sell |
55,224
-29
| -0.1% | -$13K | 0.82% | 26 |
|
|
2024
Q1 | $26.3M | Sell |
55,253
-497
| -0.9% | -$237K | 0.85% | 18 |
|
|
2023
Q4 | $25.1M | Buy |
55,750
+27,688
| +99% | +$12.5M | 0.89% | 20 |
|
|
2023
Q3 | $9.64M | Sell |
28,062
-79
| -0.3% | -$27.1K | 0.37% | 101 |
|
|
2023
Q2 | $9.86M | Sell |
28,141
-545
| -2% | -$191K | 0.37% | 98 |
|
|
2023
Q1 | $9.35M | Buy |
+28,686
| New | +$9.35M | 0.35% | 106 |
|