Portside Wealth Group’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Sell |
4,023
-204
| -5% | -$82.5K | 0.24% | 95 |
|
|
2025
Q1 | $1.77M | Sell |
4,227
-100
| -2% | -$42K | 0.29% | 82 |
|
|
2024
Q4 | $2.1M | Sell |
4,327
-1,699
| -28% | -$823K | 0.35% | 70 |
|
|
2024
Q3 | $3.05M | Sell |
6,026
-63
| -1% | -$31.9K | 0.52% | 51 |
|
|
2024
Q2 | $2.73M | Sell |
6,089
-321
| -5% | -$144K | 0.52% | 51 |
|
|
2024
Q1 | $3.06M | Sell |
6,410
-394
| -6% | -$188K | 0.57% | 47 |
|
|
2023
Q4 | $3.07M | Sell |
6,804
-765
| -10% | -$345K | 0.57% | 45 |
|
|
2023
Q3 | $2.6M | Sell |
7,569
-75
| -1% | -$25.8K | 0.49% | 52 |
|
|
2023
Q2 | $2.68M | Buy |
+7,644
| New | +$2.68M | 0.5% | 53 |
|