Pathstone Family Office’s Gartner IT Stock Holding History

Pathstone Family Office’s Portfolio IT Stock Details IT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.21M	Buy
2023 Q2	$547K	Buy
2023 Q1	$474K	Sell
2022 Q4	$1.32M	Buy
2022 Q3	$975K	Buy
2022 Q2	$280K	Buy
2022 Q1	$227K	Sell
2021 Q4	$283K	Buy
2021 Q3	$256K	Buy
2019 Q2	–	Sell
2019 Q1	$7K	Buy