MorganRosel Wealth Management’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $501K | Sell |
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|
2025
Q1 | $827K | Sell |
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|
2024
Q4 | $996K | Buy |
|
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|
2024
Q3 | $878K | Sell |
|
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|
2024
Q2 | $923K | Sell |
|
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|
2024
Q1 | $1.11M | Buy |
|
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|
2023
Q4 | $948K | Sell |
|
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|
2023
Q3 | $836K | Sell |
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|
2023
Q2 | $855K | Sell |
|
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|
2023
Q1 | $1.06M | Buy |
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|
2022
Q4 | $974K | Sell |
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|
2022
Q3 | $907K | Sell |
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|
2022
Q2 | $972K | Buy |
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|
2022
Q1 | $939K | Buy |
|