Pinnacle Wealth Planning Services’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Buy |
539
+21
| +4% | +$8.49K | 0.03% | 397 |
|
|
2025
Q1 | $217K | Sell |
518
-4
| -0.8% | -$1.68K | 0.03% | 340 |
|
|
2024
Q4 | $253K | Sell |
522
-159
| -23% | -$77K | 0.04% | 301 |
|
|
2024
Q3 | $345K | Buy |
681
+1
| +0.1% | +$507 | 0.05% | 259 |
|
|
2024
Q2 | $305K | Sell |
680
-1
| -0.1% | -$449 | 0.04% | 288 |
|
|
2024
Q1 | $325K | Hold |
681
| – | – | 0.05% | 279 |
|
|
2023
Q4 | $307K | Buy |
681
+1
| +0.1% | +$451 | 0.05% | 264 |
|
|
2023
Q3 | $234K | Hold |
680
| – | – | 0.04% | 321 |
|
|
2023
Q2 | $238K | Hold |
680
| – | – | 0.04% | 320 |
|
|
2023
Q1 | $222K | Sell |
680
-10
| -1% | -$3.26K | 0.04% | 352 |
|
|
2022
Q4 | $232K | Buy |
+690
| New | +$232K | 0.04% | 322 |
|
|
2022
Q1 | – | Sell |
-631
| Closed | -$211K | – | 453 |
|
|
2021
Q4 | $211K | Buy |
+631
| New | +$211K | 0.04% | 351 |
|
|
2021
Q1 | – | Sell |
-604
| Closed | -$97K | – | 1131 |
|
|
2020
Q4 | $97K | Buy |
+604
| New | +$97K | 0.02% | 478 |
|