NewEdge 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 | $1.47M | Sell |
3,635
-238
| -6% | -$96.2K | 0.01% | 1082 |
|
|
2025
Q1 | $1.63M | Sell |
3,873
-412
| -10% | -$173K | 0.01% | 950 |
|
|
2024
Q4 | $2.08M | Buy |
4,285
+142
| +3% | +$68.8K | 0.01% | 816 |
|
|
2024
Q3 | $2.1M | Buy |
4,143
+237
| +6% | +$120K | 0.01% | 772 |
|
|
2024
Q2 | $1.75M | Sell |
3,906
-2,287
| -37% | -$1.03M | 0.01% | 814 |
|
|
2024
Q1 | $2.95M | Buy |
6,193
+1,117
| +22% | +$532K | 0.03% | 552 |
|
|
2023
Q4 | $2.34M | Buy |
5,076
+2,221
| +78% | +$1.02M | 0.02% | 611 |
|
|
2023
Q3 | $981K | Buy |
2,855
+2,523
| +760% | +$867K | 0.01% | 869 |
|
|
2023
Q2 | $116K | Sell |
332
-3,073
| -90% | -$1.08M | ﹤0.01% | 1804 |
|
|
2023
Q1 | $1.11M | Buy |
3,405
+34
| +1% | +$11.1K | 0.01% | 749 |
|
|
2022
Q4 | $1.06M | Buy |
3,371
+318
| +10% | +$99.9K | 0.03% | 492 |
|
|
2022
Q3 | $845K | Buy |
3,053
+23
| +0.8% | +$6.37K | 0.01% | 714 |
|
|
2022
Q2 | $733K | Buy |
+3,030
| New | +$733K | 0.01% | 816 |
|
|
2022
Q1 | – | Sell |
-7,545
| Closed | -$2.52M | – | 1379 |
|
|
2021
Q4 | $2.52M | Buy |
7,545
+5,586
| +285% | +$1.87M | 0.04% | 385 |
|
|
2021
Q3 | $595K | Buy |
+1,959
| New | +$595K | 0.01% | 701 |
|
|
2017
Q3 | – | Sell |
-159
| Closed | -$20.1K | – | 728 |
|
|
2017
Q2 | $20.1K | Buy |
+159
| New | +$20.1K | ﹤0.01% | 740 |
|