Perigon Wealth 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 | $1.21M | Buy |
2,995
+18
| +0.6% | +$7.28K | 0.03% | 424 |
|
|
2025
Q1 | $1.25M | Sell |
2,977
-117
| -4% | -$49.1K | 0.03% | 403 |
|
|
2024
Q4 | $1.58M | Sell |
3,094
-80
| -3% | -$41K | 0.04% | 343 |
|
|
2024
Q3 | $1.61M | Buy |
3,174
+163
| +5% | +$82.6K | 0.04% | 319 |
|
|
2024
Q2 | $1.35M | Sell |
3,011
-1
| -0% | -$449 | 0.04% | 309 |
|
|
2024
Q1 | $1.44M | Buy |
3,012
+98
| +3% | +$46.7K | 0.04% | 298 |
|
|
2023
Q4 | $1.31M | Buy |
2,914
+97
| +3% | +$43.8K | 0.04% | 291 |
|
|
2023
Q3 | $968K | Buy |
2,817
+19
| +0.7% | +$6.53K | 0.04% | 314 |
|
|
2023
Q2 | $980K | Sell |
2,798
-13
| -0.5% | -$4.55K | 0.04% | 324 |
|
|
2023
Q1 | $916K | Sell |
2,811
-38
| -1% | -$12.4K | 0.05% | 286 |
|
|
2022
Q4 | $958K | Buy |
2,849
+24
| +0.8% | +$8.07K | 0.06% | 272 |
|
|
2022
Q3 | $782K | Buy |
2,825
+4
| +0.1% | +$1.11K | 0.07% | 243 |
|
|
2022
Q2 | $682K | Buy |
2,821
+83
| +3% | +$20.1K | 0.06% | 273 |
|
|
2022
Q1 | $814K | Sell |
2,738
-43
| -2% | -$12.8K | 0.06% | 267 |
|
|
2021
Q4 | $930K | Buy |
2,781
+16
| +0.6% | +$5.35K | 0.07% | 232 |
|
|
2021
Q3 | $840K | Buy |
2,765
+102
| +4% | +$31K | 0.07% | 221 |
|
|
2021
Q2 | $645K | Buy |
2,663
+8
| +0.3% | +$1.94K | 0.06% | 257 |
|
|
2021
Q1 | $485K | Buy |
2,655
+61
| +2% | +$11.1K | 0.05% | 297 |
|
|
2020
Q4 | $416K | Buy |
2,594
+17
| +0.7% | +$2.73K | 0.05% | 279 |
|
|
2020
Q3 | $322K | Buy |
2,577
+10
| +0.4% | +$1.25K | 0.05% | 286 |
|
|
2020
Q2 | $311K | Hold |
2,567
| – | – | 0.05% | 263 |
|
|
2020
Q1 | $274K | Buy |
2,567
+41
| +2% | +$4.38K | 0.05% | 249 |
|
|
2019
Q4 | $401K | Buy |
2,526
+26
| +1% | +$4.13K | 0.08% | 163 |
|
|
2019
Q3 | $364K | Hold |
2,500
| – | – | 0.09% | 150 |
|
|
2019
Q2 | $402K | Hold |
2,500
| – | – | 0.09% | 144 |
|
|
2019
Q1 | $395K | Hold |
2,500
| – | – | 0.09% | 141 |
|
|
2018
Q4 | $330K | Hold |
2,500
| – | – | 0.08% | 153 |
|
|
2018
Q3 | $396K | Hold |
2,500
| – | – | 0.1% | 139 |
|
|
2018
Q2 | $332K | Hold |
2,500
| – | – | 0.1% | 170 |
|
|
2018
Q1 | $294K | Hold |
2,500
| – | – | 0.11% | 130 |
|
|
2017
Q4 | $308K | Hold |
2,500
| – | – | 0.11% | 103 |
|
|
2017
Q3 | $311K | Hold |
2,500
| – | – | 0.1% | 151 |
|
|
2017
Q2 | $309K | Hold |
2,500
| – | – | 0.07% | 204 |
|
|
2017
Q1 | $270K | Hold |
2,500
| – | – | 0.06% | 227 |
|
|
2016
Q4 | $259K | Hold |
2,500
| – | – | 0.06% | 223 |
|
|
2016
Q3 | $221K | Hold |
2,500
| – | – | 0.06% | 198 |
|
|
2016
Q2 | $244K | Hold |
2,500
| – | – | 0.06% | 187 |
|
|
2016
Q1 | $223K | Hold |
2,500
| – | – | 0.07% | 139 |
|
|
2015
Q4 | $227K | Hold |
2,500
| – | – | 0.06% | 198 |
|
|
2015
Q3 | $210K | Hold |
2,500
| – | – | 0.06% | 204 |
|
|
2015
Q2 | $214K | Hold |
2,500
| – | – | 0.06% | 207 |
|
|
2015
Q1 | $210K | Hold |
2,500
| – | – | 0.06% | 208 |
|
|
2014
Q4 | $211K | Buy |
+2,500
| New | +$211K | 0.06% | 199 |
|