Perigon Wealth Management’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $925K | Buy |
|
|||||
|
2025
Q2 | $1.21M | Buy |
|
|||||
|
2025
Q1 | $1.25M | Sell |
|
|||||
|
2024
Q4 | $1.58M | Sell |
|
|||||
|
2024
Q3 | $1.61M | Buy |
|
|||||
|
2024
Q2 | $1.35M | Sell |
|
|||||
|
2024
Q1 | $1.44M | Buy |
|
|||||
|
2023
Q4 | $1.31M | Buy |
|
|||||
|
2023
Q3 | $968K | Buy |
|
|||||
|
2023
Q2 | $980K | Sell |
|
|||||
|
2023
Q1 | $916K | Sell |
|
|||||
|
2022
Q4 | $958K | Buy |
|
|||||
|
2022
Q3 | $782K | Buy |
|
|||||
|
2022
Q2 | $682K | Buy |
|
|||||
|
2022
Q1 | $814K | Sell |
|
|||||
|
2021
Q4 | $930K | Buy |
|
|||||
|
2021
Q3 | $840K | Buy |
|
|||||
|
2021
Q2 | $645K | Buy |
|
|||||
|
2021
Q1 | $485K | Buy |
|
|||||
|
2020
Q4 | $416K | Buy |
|
|||||
|
2020
Q3 | $322K | Buy |
|
|||||
|
2020
Q2 | $311K | Hold |
|
|||||
|
2020
Q1 | $274K | Buy |
|
|||||
|
2019
Q4 | $401K | Buy |
|
|||||
|
2019
Q3 | $364K | Hold |
|
|||||
|
2019
Q2 | $402K | Hold |
|
|||||
|
2019
Q1 | $395K | Hold |
|
|||||
|
2018
Q4 | $330K | Hold |
|
|||||
|
2018
Q3 | $396K | Hold |
|
|||||
|
2018
Q2 | $332K | Hold |
|
|||||
|
2018
Q1 | $294K | Hold |
|
|||||
|
2017
Q4 | $308K | Hold |
|
|||||
|
2017
Q3 | $311K | Hold |
|
|||||
|
2017
Q2 | $309K | Hold |
|
|||||
|
2017
Q1 | $270K | Hold |
|
|||||
|
2016
Q4 | $259K | Hold |
|
|||||
|
2016
Q3 | $221K | Hold |
|
|||||
|
2016
Q2 | $244K | Hold |
|
|||||
|
2016
Q1 | $223K | Hold |
|
|||||
|
2015
Q4 | $227K | Hold |
|
|||||
|
2015
Q3 | $210K | Hold |
|
|||||
|
2015
Q2 | $214K | Hold |
|
|||||
|
2015
Q1 | $210K | Hold |
|
|||||
|
2014
Q4 | $211K | Buy |
|