Prestige Wealth Management Group’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.53K | Buy |
16
+6
| +60% | +$1.1K | ﹤0.01% | 693 |
|
|
2025
Q4 | $2.52K | Hold |
10
| – | – | ﹤0.01% | 720 |
|
|
2025
Q3 | $2.63K | Sell |
10
-3
| -23% | -$875 | ﹤0.01% | 678 |
|
|
2025
Q2 | $5.25K | Buy |
13
+2
| +18% | +$837 | ﹤0.01% | 555 |
|
|
2025
Q1 | $4.62K | Buy |
11
+1
| +10% | +$493 | ﹤0.01% | 582 |
|
|
2024
Q4 | $4.84K | Hold |
10
| – | – | ﹤0.01% | 609 |
|
|
2024
Q3 | $5.07K | Hold |
10
| – | – | ﹤0.01% | 611 |
|
|
2024
Q2 | $4.49K | Hold |
10
| – | – | ﹤0.01% | 575 |
|
|
2024
Q1 | $4.77K | Hold |
10
| – | – | ﹤0.01% | 585 |
|
|
2023
Q4 | $4.51K | Hold |
10
| – | – | ﹤0.01% | 607 |
|
|
2023
Q3 | $3.44K | Hold |
10
| – | – | ﹤0.01% | 646 |
|
|
2023
Q2 | $3.5K | Hold |
10
| – | – | ﹤0.01% | 671 |
|
|
2023
Q1 | $3.26K | Sell |
10
-1
| -9% | -$331 | ﹤0.01% | 659 |
|
|
2022
Q4 | $3.7K | Buy |
11
+1
| +10% | +$323 | ﹤0.01% | 689 |
|
|
2022
Q3 | $3K | Hold |
10
| – | – | ﹤0.01% | 667 |
|
|
2022
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 753 |
|
|
2022
Q1 | $3K | Hold |
10
| – | – | ﹤0.01% | 713 |
|
|
2021
Q4 | $3K | Hold |
10
| – | – | ﹤0.01% | 730 |
|
|
2021
Q3 | $3K | Hold |
10
| – | – | ﹤0.01% | 734 |
|
|
2021
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 795 |
|
|
2021
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 787 |
|
|
2020
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 758 |
|
|
2020
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 785 |
|
|
2020
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 786 |
|
|
2020
Q1 | $1K | Buy |
+10
| New | +$1.37K | ﹤0.01% | 771 |
|
|
2019
Q1 | – | Sell |
-33
| Closed | -$4K | – | 815 |
|
|
2018
Q4 | $4K | Buy |
+33
| New | +$4.76K | ﹤0.01% | 653 |
|
Other funds holding IT
IFP
VCM
VPM
