OneDigital Investment Advisors’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $902K | Buy |
2,232
+176
| +9% | +$71.1K | 0.01% | 670 |
|
|
2025
Q1 | $863K | Buy |
2,056
+560
| +37% | +$235K | 0.01% | 652 |
|
|
2024
Q4 | $725K | Buy |
1,496
+33
| +2% | +$16K | 0.01% | 743 |
|
|
2024
Q3 | $741K | Sell |
1,463
-138
| -9% | -$69.9K | 0.01% | 772 |
|
|
2024
Q2 | $719K | Buy |
+1,601
| New | +$719K | 0.01% | 744 |
|
|
2024
Q1 | – | Sell |
-1,101
| Closed | -$497K | – | 1130 |
|
|
2023
Q4 | $497K | Buy |
+1,101
| New | +$497K | 0.01% | 716 |
|
|
2019
Q3 | – | Sell |
-57
| Closed | -$9K | – | 817 |
|
|
2019
Q2 | $9K | Hold |
57
| – | – | ﹤0.01% | 949 |
|
|
2019
Q1 | $9K | Hold |
57
| – | – | ﹤0.01% | 896 |
|
|
2018
Q4 | $7K | Sell |
57
-24
| -30% | -$2.95K | ﹤0.01% | 910 |
|
|
2018
Q3 | $13K | Hold |
81
| – | – | ﹤0.01% | 775 |
|
|
2018
Q2 | $11K | Sell |
81
-16
| -16% | -$2.17K | ﹤0.01% | 1014 |
|
|
2018
Q1 | $11K | Buy |
97
+9
| +10% | +$1.02K | ﹤0.01% | 1007 |
|
|
2017
Q4 | $11K | Hold |
88
| – | – | ﹤0.01% | 953 |
|
|
2017
Q3 | $11K | Hold |
88
| – | – | ﹤0.01% | 799 |
|
|
2017
Q2 | $11K | Buy |
+88
| New | +$11K | ﹤0.01% | 922 |
|