MorganRosel Wealth 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 | $501K | Sell |
1,240
-731
| -37% | -$295K | 0.14% | 86 |
|
|
2025
Q1 | $827K | Sell |
1,971
-85
| -4% | -$35.7K | 0.25% | 61 |
|
|
2024
Q4 | $996K | Buy |
2,056
+324
| +19% | +$157K | 0.33% | 56 |
|
|
2024
Q3 | $878K | Sell |
1,732
-324
| -16% | -$164K | 0.29% | 61 |
|
|
2024
Q2 | $923K | Sell |
2,056
-274
| -12% | -$123K | 0.33% | 55 |
|
|
2024
Q1 | $1.11M | Buy |
2,330
+228
| +11% | +$109K | 0.4% | 44 |
|
|
2023
Q4 | $948K | Sell |
2,102
-330
| -14% | -$149K | 0.37% | 48 |
|
|
2023
Q3 | $836K | Sell |
2,432
-8
| -0.3% | -$2.75K | 0.35% | 49 |
|
|
2023
Q2 | $855K | Sell |
2,440
-824
| -25% | -$289K | 0.35% | 55 |
|
|
2023
Q1 | $1.06M | Buy |
3,264
+366
| +13% | +$119K | 0.45% | 39 |
|
|
2022
Q4 | $974K | Sell |
2,898
-381
| -12% | -$128K | 0.45% | 45 |
|
|
2022
Q3 | $907K | Sell |
3,279
-741
| -18% | -$205K | 0.46% | 41 |
|
|
2022
Q2 | $972K | Buy |
4,020
+863
| +27% | +$209K | 0.52% | 35 |
|
|
2022
Q1 | $939K | Buy |
+3,157
| New | +$939K | 0.46% | 41 |
|