Pin Oak Investment 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 | $48K | Hold |
116
| – | – | 0.04% | 194 |
|
|
2025
Q1 | $49K | Sell |
116
-33
| -22% | -$13.9K | 0.04% | 188 |
|
|
2024
Q4 | $76K | Hold |
149
| – | – | 0.07% | 152 |
|
|
2024
Q3 | $75K | Hold |
149
| – | – | 0.07% | 154 |
|
|
2024
Q2 | $67K | Hold |
149
| – | – | 0.06% | 149 |
|
|
2024
Q1 | $71K | Hold |
149
| – | – | 0.07% | 152 |
|
|
2023
Q4 | $67K | Hold |
149
| – | – | 0.07% | 148 |
|
|
2023
Q3 | $51K | Hold |
149
| – | – | 0.06% | 157 |
|
|
2023
Q2 | $52K | Sell |
149
-30
| -17% | -$10.5K | 0.06% | 158 |
|
|
2023
Q1 | $58K | Hold |
179
| – | – | 0.07% | 144 |
|
|
2022
Q4 | $60K | Hold |
179
| – | – | 0.07% | 133 |
|
|
2022
Q3 | $50K | Hold |
179
| – | – | 0.06% | 138 |
|
|
2022
Q2 | $43K | Sell |
179
-39
| -18% | -$9.37K | 0.05% | 147 |
|
|
2022
Q1 | $65K | Sell |
218
-32
| -13% | -$9.54K | 0.07% | 141 |
|
|
2021
Q4 | $84K | Hold |
250
| – | – | 0.09% | 136 |
|
|
2021
Q3 | $76K | Hold |
250
| – | – | 0.08% | 136 |
|
|
2021
Q2 | $61K | Sell |
250
-667
| -73% | -$163K | 0.06% | 150 |
|
|
2021
Q1 | $167K | Sell |
917
-264
| -22% | -$48.1K | 0.14% | 105 |
|
|
2020
Q4 | $189K | Hold |
1,181
| – | – | 0.16% | 102 |
|
|
2020
Q3 | $148K | Hold |
1,181
| – | – | 0.14% | 105 |
|
|
2020
Q2 | $143K | Hold |
1,181
| – | – | 0.13% | 113 |
|
|
2020
Q1 | $118K | Sell |
1,181
-11
| -0.9% | -$1.1K | 0.12% | 122 |
|
|
2019
Q4 | $184K | Sell |
1,192
-103
| -8% | -$15.9K | 0.15% | 103 |
|
|
2019
Q3 | $185K | Buy |
1,295
+9
| +0.7% | +$1.29K | 0.15% | 106 |
|
|
2019
Q2 | $207K | Buy |
1,286
+1
| +0.1% | +$161 | 0.16% | 106 |
|
|
2019
Q1 | $195K | Buy |
1,285
+74
| +6% | +$11.2K | 0.16% | 107 |
|
|
2018
Q4 | $155K | Sell |
1,211
-323
| -21% | -$41.3K | 0.14% | 114 |
|
|
2018
Q3 | $243K | Buy |
1,534
+2
| +0.1% | +$317 | 0.18% | 95 |
|
|
2018
Q2 | $204K | Buy |
1,532
+2
| +0.1% | +$266 | 0.15% | 109 |
|
|
2018
Q1 | $180K | Buy |
1,530
+355
| +30% | +$41.8K | 0.15% | 119 |
|
|
2017
Q4 | $145K | Buy |
+1,175
| New | +$145K | 0.11% | 133 |
|