Plante Moran Financial Advisors’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14
| Closed | -$6.78K | – | 887 |
|
|
2024
Q4 | $6.78K | Buy |
+14
| New | +$6.78K | ﹤0.01% | 645 |
|
|
2024
Q1 | – | Sell |
-15
| Closed | -$6.77K | – | 900 |
|
|
2023
Q4 | $6.77K | Buy |
+15
| New | +$6.77K | ﹤0.01% | 611 |
|
|
2021
Q3 | – | Sell |
-68
| Closed | -$16K | – | 972 |
|
|
2021
Q2 | $16K | Sell |
68
-100
| -60% | -$23.5K | ﹤0.01% | 600 |
|
|
2021
Q1 | $31K | Hold |
168
| – | – | 0.01% | 455 |
|
|
2020
Q4 | $27K | Sell |
168
-25
| -13% | -$4.02K | 0.01% | 460 |
|
|
2020
Q3 | $24K | Buy |
193
+25
| +15% | +$3.11K | 0.01% | 455 |
|
|
2020
Q2 | $20K | Buy |
168
+68
| +68% | +$8.1K | 0.01% | 428 |
|
|
2020
Q1 | $10K | Buy |
+100
| New | +$10K | ﹤0.01% | 495 |
|
|
2019
Q3 | – | Sell |
-200
| Closed | -$32K | – | 878 |
|
|
2019
Q2 | $32K | Buy |
+200
| New | +$32K | 0.01% | 413 |
|
|
2018
Q1 | – | Sell |
-85
| Closed | -$10K | – | 978 |
|
|
2017
Q4 | $10K | Buy |
+85
| New | +$10K | 0.01% | 595 |
|
|
2017
Q3 | – | Sell |
-175
| Closed | -$22K | – | 830 |
|
|
2017
Q2 | $22K | Buy |
175
+42
| +32% | +$5.28K | 0.01% | 455 |
|
|
2017
Q1 | $14K | Hold |
133
| – | – | 0.01% | 528 |
|
|
2016
Q4 | $13K | Hold |
133
| – | – | 0.01% | 547 |
|
|
2016
Q3 | $12K | Hold |
133
| – | – | 0.01% | 567 |
|
|
2016
Q2 | $13K | Hold |
133
| – | – | 0.01% | 488 |
|
|
2016
Q1 | $12K | Hold |
133
| – | – | 0.01% | 456 |
|
|
2015
Q4 | $12K | Hold |
133
| – | – | 0.01% | 539 |
|
|
2015
Q3 | $11K | Hold |
133
| – | – | 0.01% | 468 |
|
|
2015
Q2 | $11K | Hold |
133
| – | – | 0.01% | 508 |
|
|
2015
Q1 | $11K | Sell |
133
-27
| -17% | -$2.23K | 0.01% | 500 |
|
|
2014
Q4 | $13K | Buy |
160
+27
| +20% | +$2.19K | 0.01% | 483 |
|
|
2014
Q3 | $10K | Hold |
133
| – | – | 0.01% | 536 |
|
|
2014
Q2 | $9K | Hold |
133
| – | – | 0.01% | 562 |
|
|
2014
Q1 | $9K | Hold |
133
| – | – | 0.01% | 387 |
|
|
2013
Q4 | $9K | Hold |
133
| – | – | 0.01% | 470 |
|
|
2013
Q3 | $8K | Hold |
133
| – | – | ﹤0.01% | 420 |
|
|
2013
Q2 | $8K | Buy |
+133
| New | +$8K | 0.01% | 381 |
|