Private Trust Company’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 | $21.5K | Sell |
136
-28
| -17% | -$5.15K | ﹤0.01% | 1664 |
|
|
2025
Q4 | $41.4K | Sell |
164
-62
| -27% | -$14.9K | ﹤0.01% | 1362 |
|
|
2025
Q3 | $59.4K | Sell |
226
-126
| -36% | -$36.7K | 0.01% | 1197 |
|
|
2025
Q2 | $142K | Sell |
352
-2
| -0.6% | -$837 | 0.01% | 833 |
|
|
2025
Q1 | $149K | Buy |
354
+47
| +15% | +$23.2K | 0.02% | 805 |
|
|
2024
Q4 | $149K | Buy |
307
+26
| +9% | +$13.4K | 0.02% | 792 |
|
|
2024
Q3 | $142K | Sell |
281
-6
| -2% | -$2.88K | 0.01% | 804 |
|
|
2024
Q2 | $129K | Buy |
287
+19
| +7% | +$8.45K | 0.01% | 808 |
|
|
2024
Q1 | $128K | Buy |
268
+28
| +12% | +$12.9K | 0.01% | 796 |
|
|
2023
Q4 | $108K | Buy |
240
+38
| +19% | +$15.2K | 0.01% | 801 |
|
|
2023
Q3 | $69.4K | Buy |
202
+50
| +33% | +$17.4K | 0.01% | 911 |
|
|
2023
Q2 | $53.2K | Hold |
152
| – | – | 0.01% | 1006 |
|
|
2023
Q1 | $49.5K | Sell |
152
-4
| -3% | -$1.32K | 0.01% | 1000 |
|
|
2022
Q4 | $52K | Sell |
156
-2
| -1% | -$645 | 0.01% | 944 |
|
|
2022
Q3 | $44K | Sell |
158
-2
| -1% | -$561 | 0.01% | 921 |
|
|
2022
Q2 | $39K | Buy |
+160
| New | +$42.6K | 0.01% | 1015 |
|
|
2014
Q3 | – | Sell |
-21
| Closed | -$1K | – | 1978 |
|
|
2014
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 1776 |
|
|
2014
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 1640 |
|
|
2013
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 1642 |
|
|
2013
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 1586 |
|
|
2013
Q2 | $1K | Buy |
+21
| New | +$1.19K | ﹤0.01% | 1532 |
|
Other funds holding IT
IFP
VCM
VPM
