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ORG Wealth Partners’s Gartner IT Stock Holding History

ORG Wealth Partners’s Portfolio IT Stock Details IT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$230K Buy
566
+50
+10% +$20.3K 0.06% 168
2025
Q1 		$213K Buy
516
+6
+1% +$2.48K 0.07% 183
2024
Q4 		$247K Sell
510
-129
-20% -$62.5K 0.08% 113
2024
Q3 		$324K Buy
+639
New +$324K 0.11% 88