Mutual Advisors’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Buy |
1,179
+578
| +96% | +$206K | 0.01% | 861 |
|
|
2025
Q1 | $250K | Buy |
601
+73
| +14% | +$30.4K | 0.01% | 952 |
|
|
2024
Q4 | $270K | Sell |
528
-14
| -3% | -$7.17K | 0.01% | 916 |
|
|
2024
Q3 | $281K | Sell |
542
-94
| -15% | -$48.7K | 0.01% | 922 |
|
|
2024
Q2 | $299K | Buy |
636
+82
| +15% | +$38.6K | 0.01% | 881 |
|
|
2024
Q1 | $264K | Buy |
+554
| New | +$264K | 0.01% | 918 |
|
|
2021
Q4 | – | Sell |
-1,581
| Closed | -$480K | – | 908 |
|
|
2021
Q3 | $480K | Buy |
+1,581
| New | +$480K | 0.03% | 550 |
|