Private Wealth Management 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 | $17K | Buy |
42
+3
| +8% | +$1.21K | 0.01% | 349 |
|
|
2025
Q1 | $16.4K | Sell |
39
-4
| -9% | -$1.68K | 0.01% | 345 |
|
|
2024
Q4 | $20.8K | Hold |
43
| – | – | 0.01% | 291 |
|
|
2024
Q3 | $21.8K | Hold |
43
| – | – | 0.01% | 266 |
|
|
2024
Q2 | $19.3K | Hold |
43
| – | – | 0.01% | 282 |
|
|
2024
Q1 | $20.5K | Hold |
43
| – | – | 0.01% | 266 |
|
|
2023
Q4 | $19.4K | Buy |
+43
| New | +$19.4K | 0.01% | 271 |
|