PFG Advisors’s Gartner IT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.38M | Buy |
5,892
+840
| +17% | +$340K | 0.11% | 179 |
|
2025
Q1 | $2.12M | Buy |
5,052
+1,404
| +38% | +$589K | 0.12% | 210 |
|
2024
Q4 | $1.77M | Buy |
3,648
+1,186
| +48% | +$575K | 0.11% | 208 |
|
2024
Q3 | $1.25M | Sell |
2,462
-12
| -0.5% | -$6.08K | 0.08% | 260 |
|
2024
Q2 | $1.11M | Buy |
2,474
+92
| +4% | +$41.3K | 0.08% | 273 |
|
2024
Q1 | $1.14M | Buy |
2,382
+48
| +2% | +$22.9K | 0.08% | 264 |
|
2023
Q4 | $1.05M | Sell |
2,334
-742
| -24% | -$335K | 0.09% | 260 |
|
2023
Q3 | $1.06M | Buy |
3,076
+22
| +0.7% | +$7.56K | 0.09% | 240 |
|
2023
Q2 | $1.07M | Buy |
3,054
+34
| +1% | +$11.9K | 0.08% | 276 |
|
2023
Q1 | $984K | Buy |
3,020
+16
| +0.5% | +$5.21K | 0.08% | 279 |
|
2022
Q4 | $1.01M | Sell |
3,004
-291
| -9% | -$97.8K | 0.1% | 246 |
|
2022
Q3 | $912K | Sell |
3,295
-8
| -0.2% | -$2.21K | 0.1% | 236 |
|
2022
Q2 | $799K | Buy |
3,303
+1,100
| +50% | +$266K | 0.09% | 202 |
|
2022
Q1 | $655K | Buy |
2,203
+649
| +42% | +$193K | 0.07% | 241 |
|
2021
Q4 | $520K | Buy |
+1,554
| New | +$520K | 0.05% | 343 |
|