Phoenix Financial’s Gartner IT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$326K Buy
806
+41
+5% +$16.6K ﹤0.01% 330
2025
Q1
$322K Sell
765
-32
-4% -$13.5K ﹤0.01% 292
2024
Q4
$386K Buy
797
+168
+27% +$81.4K 0.01% 287
2024
Q3
$319K Sell
629
-11
-2% -$5.58K ﹤0.01% 287
2024
Q2
$285K Buy
640
+75
+13% +$33.4K ﹤0.01% 294
2024
Q1
$269K Buy
565
+97
+21% +$46.1K ﹤0.01% 341
2023
Q4
$220K Buy
+468
New +$220K ﹤0.01% 294