Northwestern Mutual Wealth 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 | $448K | Sell |
1,109
-33
| -3% | -$13.3K | ﹤0.01% | 1423 |
|
|
2025
Q1 | $479K | Sell |
1,142
-110
| -9% | -$46.2K | ﹤0.01% | 1344 |
|
|
2024
Q4 | $606K | Sell |
1,252
-61
| -5% | -$29.5K | ﹤0.01% | 1262 |
|
|
2024
Q3 | $665K | Sell |
1,313
-301
| -19% | -$152K | ﹤0.01% | 1207 |
|
|
2024
Q2 | $725K | Sell |
1,614
-180
| -10% | -$80.8K | ﹤0.01% | 1127 |
|
|
2024
Q1 | $855K | Sell |
1,794
-9,391
| -84% | -$4.48M | ﹤0.01% | 1062 |
|
|
2023
Q4 | $5.05M | Buy |
11,185
+142
| +1% | +$64.1K | 0.01% | 543 |
|
|
2023
Q3 | $3.79M | Buy |
11,043
+471
| +4% | +$162K | ﹤0.01% | 562 |
|
|
2023
Q2 | $3.7M | Buy |
10,572
+10
| +0.1% | +$3.5K | ﹤0.01% | 562 |
|
|
2023
Q1 | $3.44M | Buy |
10,562
+171
| +2% | +$55.7K | ﹤0.01% | 557 |
|
|
2022
Q4 | $3.49M | Buy |
10,391
+2,801
| +37% | +$941K | 0.01% | 537 |
|
|
2022
Q3 | $2.1M | Buy |
7,590
+111
| +1% | +$30.7K | ﹤0.01% | 616 |
|
|
2022
Q2 | $1.81M | Sell |
7,479
-1,463
| -16% | -$354K | ﹤0.01% | 646 |
|
|
2022
Q1 | $2.66M | Buy |
8,942
+1,023
| +13% | +$304K | ﹤0.01% | 577 |
|
|
2021
Q4 | $2.65M | Buy |
7,919
+1,150
| +17% | +$384K | ﹤0.01% | 552 |
|
|
2021
Q3 | $2.06M | Sell |
6,769
-3,653
| -35% | -$1.11M | ﹤0.01% | 572 |
|
|
2021
Q2 | $2.52M | Buy |
10,422
+338
| +3% | +$81.9K | ﹤0.01% | 507 |
|
|
2021
Q1 | $1.84M | Sell |
10,084
-134
| -1% | -$24.5K | ﹤0.01% | 540 |
|
|
2020
Q4 | $1.64M | Buy |
10,218
+259
| +3% | +$41.5K | ﹤0.01% | 528 |
|
|
2020
Q3 | $1.24M | Buy |
9,959
+7,584
| +319% | +$947K | ﹤0.01% | 535 |
|
|
2020
Q2 | $288K | Sell |
2,375
-7
| -0.3% | -$849 | ﹤0.01% | 854 |
|
|
2020
Q1 | $237K | Sell |
2,382
-672
| -22% | -$66.9K | ﹤0.01% | 827 |
|
|
2019
Q4 | $471K | Sell |
3,054
-224
| -7% | -$34.5K | ﹤0.01% | 698 |
|
|
2019
Q3 | $469K | Buy |
3,278
+859
| +36% | +$123K | ﹤0.01% | 654 |
|
|
2019
Q2 | $389K | Sell |
2,419
-542
| -18% | -$87.2K | ﹤0.01% | 703 |
|
|
2019
Q1 | $449K | Buy |
2,961
+50
| +2% | +$7.58K | ﹤0.01% | 651 |
|
|
2018
Q4 | $372K | Buy |
2,911
+10
| +0.3% | +$1.28K | ﹤0.01% | 632 |
|
|
2018
Q3 | $460K | Buy |
+2,901
| New | +$460K | ﹤0.01% | 585 |
|
|
2018
Q2 | – | Sell |
-4
| Closed | – | – | 2431 |
|
|
2018
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 2314 |
|
|
2017
Q1 | – | Sell |
-1,116
| Closed | -$113K | – | 2207 |
|
|
2016
Q4 | $113K | Buy |
+1,116
| New | +$113K | ﹤0.01% | 791 |
|
|
2016
Q3 | – | Sell |
-1,094
| Closed | -$107K | – | 846 |
|
|
2016
Q2 | $107K | Sell |
1,094
-3
| -0.3% | -$293 | ﹤0.01% | 705 |
|
|
2016
Q1 | $98K | Buy |
1,097
+1,078
| +5,674% | +$96.3K | ﹤0.01% | 704 |
|
|
2015
Q4 | $2K | Sell |
19
-23
| -55% | -$2.42K | ﹤0.01% | 1444 |
|
|
2015
Q3 | $4K | Buy |
+42
| New | +$4K | ﹤0.01% | 1304 |
|
|
2015
Q2 | – | Sell |
-60
| Closed | -$5K | – | 1523 |
|
|
2015
Q1 | $5K | Sell |
60
-59
| -50% | -$4.92K | ﹤0.01% | 1186 |
|
|
2014
Q4 | $10K | Buy |
+119
| New | +$10K | ﹤0.01% | 1073 |
|
|
2013
Q4 | – | Sell |
-30
| Closed | -$2K | – | 1472 |
|
|
2013
Q3 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 1188 |
|