PPWP
Premier Path Wealth Partners’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-571
| Closed | -$240K | – | 393 |
|
|
2025
Q1 | $240K | Buy |
571
+6
| +1% | +$2.52K | 0.04% | 344 |
|
|
2024
Q4 | $274K | Buy |
565
+18
| +3% | +$8.73K | 0.04% | 316 |
|
|
2024
Q3 | $277K | Sell |
547
-16
| -3% | -$8.12K | 0.04% | 311 |
|
|
2024
Q2 | $253K | Buy |
563
+5
| +0.9% | +$2.25K | 0.04% | 320 |
|
|
2024
Q1 | $266K | Sell |
558
-2
| -0.4% | -$954 | 0.05% | 294 |
|
|
2023
Q4 | $253K | Buy |
+560
| New | +$253K | 0.06% | 287 |
|