One Wealth Advisors’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-591
| Closed | -$286K | – | 296 |
|
|
2024
Q4 | $286K | Hold |
591
| – | – | 0.04% | 195 |
|
|
2024
Q3 | $299K | Hold |
591
| – | – | 0.05% | 201 |
|
|
2024
Q2 | $284K | Buy |
591
+37
| +7% | +$17.8K | 0.06% | 165 |
|
|
2024
Q1 | $264K | Buy |
554
+3
| +0.5% | +$1.43K | 0.05% | 200 |
|
|
2023
Q4 | $249K | Sell |
551
-305
| -36% | -$138K | 0.05% | 183 |
|
|
2023
Q3 | $294K | Sell |
856
-218
| -20% | -$74.9K | 0.07% | 142 |
|
|
2023
Q2 | $376K | Sell |
1,074
-75
| -7% | -$26.3K | 0.08% | 129 |
|
|
2023
Q1 | $374K | Sell |
1,149
-372
| -24% | -$121K | 0.09% | 128 |
|
|
2022
Q4 | $511K | Sell |
1,521
-751
| -33% | -$252K | 0.12% | 94 |
|
|
2022
Q3 | $629K | Sell |
2,272
-681
| -23% | -$189K | 0.21% | 63 |
|
|
2022
Q2 | $714K | Sell |
2,953
-61
| -2% | -$14.7K | 0.19% | 70 |
|
|
2022
Q1 | $897K | Buy |
3,014
+559
| +23% | +$166K | 0.22% | 60 |
|
|
2021
Q4 | $821K | Buy |
2,455
+260
| +12% | +$86.9K | 0.21% | 61 |
|
|
2021
Q3 | $667K | Buy |
2,195
+605
| +38% | +$184K | 0.2% | 68 |
|
|
2021
Q2 | $385K | Buy |
+1,590
| New | +$385K | 0.12% | 93 |
|
|
2019
Q2 | – | Sell |
-64
| Closed | -$10K | – | 299 |
|
|
2019
Q1 | $10K | Buy |
+64
| New | +$10K | 0.01% | 317 |
|
|
2018
Q4 | – | Sell |
-156
| Closed | -$25K | – | 287 |
|
|
2018
Q3 | $25K | Hold |
156
| – | – | 0.02% | 300 |
|
|
2018
Q2 | $21K | Sell |
156
-4
| -3% | -$538 | 0.02% | 305 |
|
|
2018
Q1 | $19K | Sell |
160
-8
| -5% | -$950 | 0.02% | 300 |
|
|
2017
Q4 | $21K | Buy |
+168
| New | +$21K | 0.02% | 324 |
|