Personal CFO Solutions’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 | – | Sell |
-1,357
| Closed | -$549K | – | 507 |
|
|
2025
Q2 | $549K | Buy |
1,357
+33
| +2% | +$13.8K | 0.1% | 202 |
|
|
2025
Q1 | $556K | Buy |
1,324
+16
| +1% | +$7.88K | 0.11% | 196 |
|
|
2024
Q4 | $634K | Sell |
1,308
-434
| -25% | -$224K | 0.12% | 179 |
|
|
2024
Q3 | $883K | Buy |
1,742
+13
| +0.8% | +$6.25K | 0.12% | 169 |
|
|
2024
Q2 | $776K | Buy |
1,729
+118
| +7% | +$52.5K | 0.12% | 168 |
|
|
2024
Q1 | $768K | Sell |
1,611
-231
| -13% | -$106K | 0.12% | 175 |
|
|
2023
Q4 | $831K | Sell |
1,842
-116
| -6% | -$46.3K | 0.14% | 150 |
|
|
2023
Q3 | $673K | Buy |
1,958
+96
| +5% | +$33.5K | 0.13% | 144 |
|
|
2023
Q2 | $652K | Sell |
1,862
-536
| -22% | -$175K | 0.13% | 156 |
|
|
2023
Q1 | $781K | Sell |
2,398
-35
| -1% | -$11.6K | 0.16% | 122 |
|
|
2022
Q4 | $818K | Sell |
2,433
-428
| -15% | -$138K | 0.17% | 112 |
|
|
2022
Q3 | $792K | Sell |
2,861
-86
| -3% | -$24.1K | 0.2% | 98 |
|
|
2022
Q2 | $713K | Buy |
2,947
+184
| +7% | +$49K | 0.17% | 108 |
|
|
2022
Q1 | $822K | Sell |
2,763
-263
| -9% | -$76.2K | 0.16% | 123 |
|
|
2021
Q4 | $1.01M | Buy |
3,026
+237
| +8% | +$76.2K | 0.19% | 112 |
|
|
2021
Q3 | $848K | Buy |
2,789
+1
| +0% | +$290 | 0.17% | 122 |
|
|
2021
Q2 | $675K | Sell |
2,788
-1,916
| -41% | -$419K | 0.14% | 144 |
|
|
2021
Q1 | $859K | Sell |
4,704
-47
| -1% | -$8.17K | 0.19% | 103 |
|
|
2020
Q4 | $761K | Buy |
4,751
+56
| +1% | +$8.07K | 0.19% | 107 |
|
|
2020
Q3 | $1K | Sell |
4,695
-49
| -1% | -$6.23K | 0.33% | 88 |
|
|
2020
Q2 | $576K | Sell |
4,744
-60
| -1% | -$6.93K | 0.17% | 116 |
|
|
2020
Q1 | $478K | Sell |
4,804
-267
| -5% | -$36.6K | 0.17% | 123 |
|
|
2019
Q4 | $780K | Sell |
5,071
-154
| -3% | -$23.5K | 0.22% | 95 |
|
|
2019
Q3 | $749K | Buy |
+5,225
| New | +$760K | 0.3% | 81 |
|
Other funds holding IT
IFP
SGA
