Oppenheimer Asset 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 | $22.5M | Buy |
55,698
+15,867
| +40% | +$6.41M | 0.26% | 93 |
|
2025
Q1 | $16.7M | Buy |
39,831
+639
| +2% | +$268K | 0.21% | 128 |
|
2024
Q4 | $19M | Sell |
39,192
-7,804
| -17% | -$3.78M | 0.23% | 114 |
|
2024
Q3 | $23.8M | Sell |
46,996
-209
| -0.4% | -$106K | 0.29% | 84 |
|
2024
Q2 | $21.2M | Buy |
47,205
+13,667
| +41% | +$6.14M | 0.27% | 85 |
|
2024
Q1 | $16M | Sell |
33,538
-10,130
| -23% | -$4.83M | 0.23% | 101 |
|
2023
Q4 | $19.7M | Buy |
43,668
+18
| +0% | +$8.12K | 0.27% | 77 |
|
2023
Q3 | $15M | Buy |
43,650
+2,367
| +6% | +$813K | 0.23% | 103 |
|
2023
Q2 | $14.5M | Sell |
41,283
-6,492
| -14% | -$2.27M | 0.21% | 116 |
|
2023
Q1 | $15.6M | Buy |
47,775
+232
| +0.5% | +$75.6K | 0.24% | 95 |
|
2022
Q4 | $16M | Sell |
47,543
-3,485
| -7% | -$1.17M | 0.26% | 93 |
|
2022
Q3 | $14.1M | Buy |
51,028
+1,643
| +3% | +$455K | 0.25% | 93 |
|
2022
Q2 | $11.9M | Sell |
49,385
-13,217
| -21% | -$3.2M | 0.2% | 119 |
|
2022
Q1 | $18.6M | Sell |
62,602
-6,021
| -9% | -$1.79M | 0.26% | 88 |
|
2021
Q4 | $22.9M | Buy |
68,623
+719
| +1% | +$240K | 0.3% | 74 |
|
2021
Q3 | $20.6M | Sell |
67,904
-3,084
| -4% | -$937K | 0.29% | 75 |
|
2021
Q2 | $17.2M | Sell |
70,988
-19,099
| -21% | -$4.63M | 0.24% | 92 |
|
2021
Q1 | $16.4M | Buy |
90,087
+983
| +1% | +$179K | 0.25% | 93 |
|
2020
Q4 | $14.3M | Buy |
89,104
+5,859
| +7% | +$939K | 0.24% | 99 |
|
2020
Q3 | $10.4M | Buy |
83,245
+2,221
| +3% | +$278K | 0.2% | 125 |
|
2020
Q2 | $9.83M | Buy |
81,024
+6,046
| +8% | +$734K | 0.2% | 127 |
|
2020
Q1 | $7.47M | Buy |
74,978
+64,740
| +632% | +$6.45M | 0.18% | 136 |
|
2019
Q4 | $1.58M | Sell |
10,238
-965
| -9% | -$149K | 0.03% | 494 |
|
2019
Q3 | $1.6M | Buy |
11,203
+48
| +0.4% | +$6.86K | 0.04% | 462 |
|
2019
Q2 | $1.8M | Sell |
11,155
-208
| -2% | -$33.5K | 0.04% | 438 |
|
2019
Q1 | $1.72M | Sell |
11,363
-74
| -0.6% | -$11.2K | 0.04% | 443 |
|
2018
Q4 | $1.46M | Buy |
11,437
+415
| +4% | +$53.1K | 0.04% | 448 |
|
2018
Q3 | $1.75M | Sell |
11,022
-705
| -6% | -$112K | 0.04% | 452 |
|
2018
Q2 | $1.56M | Sell |
11,727
-17
| -0.1% | -$2.26K | 0.04% | 462 |
|
2018
Q1 | $1.38M | Sell |
11,744
-3,610
| -24% | -$425K | 0.03% | 499 |
|
2017
Q4 | $1.91M | Hold |
15,354
| – | – | 0.05% | 386 |
|
2017
Q3 | $1.91M | Buy |
15,354
+152
| +1% | +$18.9K | 0.05% | 388 |
|
2017
Q2 | $1.88M | Buy |
15,202
+537
| +4% | +$66.3K | 0.05% | 372 |
|
2017
Q1 | $1.58M | Buy |
+14,665
| New | +$1.58M | 0.05% | 412 |
|