Pathstone Holdings’s Gartner IT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.31M | Sell |
12,958
-1,761
| -12% | -$722K | 0.02% | 523 |
|
2025
Q1 | $6.18M | Sell |
14,719
-1,020
| -6% | -$428K | 0.03% | 484 |
|
2024
Q4 | $7.62M | Sell |
15,739
-1,474
| -9% | -$714K | 0.03% | 407 |
|
2024
Q3 | $8.72M | Sell |
17,213
-486
| -3% | -$246K | 0.04% | 374 |
|
2024
Q2 | $7.95M | Sell |
17,699
-242
| -1% | -$109K | 0.04% | 376 |
|
2024
Q1 | $8.55M | Buy |
17,941
+7,723
| +76% | +$3.68M | 0.04% | 344 |
|
2023
Q4 | $4.61M | Buy |
+10,218
| New | +$4.61M | 0.02% | 454 |
|