Orion Portfolio Solutions’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $10M | Buy |
23,924
+2,709
| +13% | +$1.14M | 0.1% | 199 |
|
|
2024
Q4 | $10.3M | Sell |
21,215
-2,758
| -12% | -$1.34M | 0.1% | 186 |
|
|
2024
Q3 | $12.1M | Buy |
23,973
+1,212
| +5% | +$614K | 0.12% | 165 |
|
|
2024
Q2 | $10.2M | Buy |
22,761
+14,643
| +180% | +$6.58M | 0.11% | 183 |
|
|
2024
Q1 | $3.87M | Buy |
8,118
+98
| +1% | +$46.7K | 0.04% | 390 |
|
|
2023
Q4 | $3.5M | Sell |
8,020
-647
| -7% | -$282K | 0.04% | 397 |
|
|
2023
Q3 | $2.98M | Sell |
8,667
-1,678
| -16% | -$577K | 0.04% | 444 |
|
|
2023
Q2 | $3.62M | Sell |
10,345
-2,781
| -21% | -$974K | 0.04% | 419 |
|
|
2023
Q1 | $4.28M | Buy |
13,126
+1,894
| +17% | +$617K | 0.05% | 310 |
|
|
2022
Q4 | $3.78M | Sell |
11,232
-523
| -4% | -$176K | 0.13% | 111 |
|
|
2022
Q3 | $3.25M | Sell |
11,755
-412
| -3% | -$114K | 0.13% | 113 |
|
|
2022
Q2 | $2.94M | Sell |
12,167
-3,848
| -24% | -$930K | 0.12% | 117 |
|
|
2022
Q1 | $4.76M | Sell |
16,015
-682
| -4% | -$203K | 0.17% | 88 |
|
|
2021
Q4 | $5.58M | Buy |
16,697
+1,719
| +11% | +$575K | 0.19% | 72 |
|
|
2021
Q3 | $4.55M | Buy |
14,978
+2,961
| +25% | +$900K | 0.17% | 87 |
|
|
2021
Q2 | $2.91M | Sell |
12,017
-634
| -5% | -$154K | 0.11% | 117 |
|
|
2021
Q1 | $2.31M | Buy |
12,651
+3,986
| +46% | +$728K | 0.1% | 122 |
|
|
2020
Q4 | $1.39M | Buy |
8,665
+3,379
| +64% | +$541K | 0.06% | 164 |
|
|
2020
Q3 | $660K | Buy |
5,286
+5,126
| +3,204% | +$640K | 0.03% | 226 |
|
|
2020
Q2 | $19K | Buy |
160
+43
| +37% | +$5.11K | ﹤0.01% | 972 |
|
|
2020
Q1 | $12K | Buy |
117
+21
| +22% | +$2.15K | ﹤0.01% | 1003 |
|
|
2019
Q4 | $15K | Buy |
+96
| New | +$15K | ﹤0.01% | 862 |
|