Osborne Partners Capital 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 | $253K | Hold |
625
| – | – | 0.01% | 190 |
|
|
2025
Q1 | $262K | Hold |
625
| – | – | 0.02% | 188 |
|
|
2024
Q4 | $303K | Sell |
625
-100
| -14% | -$48.4K | 0.02% | 187 |
|
|
2024
Q3 | $367K | Hold |
725
| – | – | 0.02% | 173 |
|
|
2024
Q2 | $326K | Sell |
725
-100
| -12% | -$44.9K | 0.02% | 178 |
|
|
2024
Q1 | $393K | Sell |
825
-500
| -38% | -$238K | 0.02% | 162 |
|
|
2023
Q4 | $598K | Hold |
1,325
| – | – | 0.04% | 151 |
|
|
2023
Q3 | $455K | Sell |
1,325
-60
| -4% | -$20.6K | 0.03% | 152 |
|
|
2023
Q2 | $485K | Sell |
1,385
-20
| -1% | -$7.01K | 0.04% | 153 |
|
|
2023
Q1 | $458K | Hold |
1,405
| – | – | 0.03% | 157 |
|
|
2022
Q4 | $472K | Sell |
1,405
-30
| -2% | -$10.1K | 0.04% | 155 |
|
|
2022
Q3 | $397K | Hold |
1,435
| – | – | 0.03% | 163 |
|
|
2022
Q2 | $347K | Sell |
1,435
-91
| -6% | -$22K | 0.03% | 167 |
|
|
2022
Q1 | $454K | Sell |
1,526
-27
| -2% | -$8.03K | 0.03% | 149 |
|
|
2021
Q4 | $519K | Sell |
1,553
-1,275
| -45% | -$426K | 0.04% | 147 |
|
|
2021
Q3 | $859K | Sell |
2,828
-21,242
| -88% | -$6.45M | 0.07% | 123 |
|
|
2021
Q2 | $5.83M | Sell |
24,070
-645
| -3% | -$156K | 0.48% | 70 |
|
|
2021
Q1 | $4.51M | Buy |
24,715
+1,220
| +5% | +$223K | 0.41% | 78 |
|
|
2020
Q4 | $3.76M | Buy |
23,495
+145
| +0.6% | +$23.2K | 0.46% | 69 |
|
|
2020
Q3 | $2.92M | Buy |
23,350
+1,335
| +6% | +$167K | 0.59% | 58 |
|
|
2020
Q2 | $2.67M | Buy |
22,015
+2,175
| +11% | +$264K | 0.57% | 63 |
|
|
2020
Q1 | $1.98M | Buy |
+19,840
| New | +$1.98M | 0.51% | 60 |
|