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One Wealth Capital Management’s Gartner IT Stock Holding History

One Wealth Capital Management’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$270K Buy
667
+10
+2% +$4.04K 0.13% 85
2025
Q1 		$276K Sell
657
-49
-7% -$20.6K 0.15% 81
2024
Q4 		$342K Buy
+706
New +$342K 0.17% 68