Nicolet Advisory Services’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Buy |
969
+246
| +34% | +$80.8K | 0.03% | 292 |
|
|
2025
Q1 | $283K | Sell |
723
-32
| -4% | -$12.5K | 0.03% | 293 |
|
|
2024
Q4 | $369K | Sell |
755
-79
| -9% | -$38.6K | 0.03% | 253 |
|
|
2024
Q3 | $424K | Sell |
834
-18
| -2% | -$9.15K | 0.04% | 231 |
|
|
2024
Q2 | $382K | Buy |
852
+51
| +6% | +$22.9K | 0.04% | 240 |
|
|
2024
Q1 | $376K | Buy |
801
+94
| +13% | +$44.2K | 0.04% | 226 |
|
|
2023
Q4 | $301K | Buy |
707
+17
| +2% | +$7.23K | 0.03% | 243 |
|
|
2023
Q3 | $240K | Buy |
690
+1
| +0.1% | +$347 | 0.03% | 264 |
|
|
2023
Q2 | $241K | Buy |
689
+3
| +0.4% | +$1.05K | 0.03% | 272 |
|
|
2023
Q1 | $215K | Buy |
+686
| New | +$215K | 0.02% | 262 |
|