Northwest Capital 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 | – | Sell |
-1,325
| Closed | -$556K | – | 395 |
|
|
2025
Q1 | $556K | Sell |
1,325
-1,325
| -50% | -$556K | 0.23% | 76 |
|
|
2024
Q4 | $1.28M | Hold |
2,650
| – | – | 0.55% | 39 |
|
|
2024
Q3 | $1.34M | Hold |
2,650
| – | – | 0.48% | 38 |
|
|
2024
Q2 | $1.19M | Hold |
2,650
| – | – | 0.43% | 40 |
|
|
2024
Q1 | $1.26M | Hold |
2,650
| – | – | 0.4% | 44 |
|
|
2023
Q4 | $1.2M | Hold |
2,650
| – | – | 0.4% | 43 |
|
|
2023
Q3 | $911K | Hold |
2,650
| – | – | 0.35% | 48 |
|
|
2023
Q2 | $928K | Hold |
2,650
| – | – | 0.39% | 47 |
|
|
2023
Q1 | $863K | Hold |
2,650
| – | – | 0.42% | 47 |
|
|
2022
Q4 | $891K | Hold |
2,650
| – | – | 0.47% | 41 |
|
|
2022
Q3 | $733K | Hold |
2,650
| – | – | 0.42% | 44 |
|
|
2022
Q2 | $641K | Hold |
2,650
| – | – | 0.34% | 47 |
|
|
2022
Q1 | $788K | Hold |
2,650
| – | – | 0.37% | 44 |
|
|
2021
Q4 | $781K | Buy |
+2,650
| New | +$781K | 0.37% | 44 |
|