PA
Procyon Advisors’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,723
| Closed | -$1.14M | – | 538 |
|
|
2025
Q1 | $1.14M | Buy |
2,723
+82
| +3% | +$34.4K | 0.07% | 240 |
|
|
2024
Q4 | $1.28M | Buy |
2,641
+38
| +1% | +$18.4K | 0.08% | 211 |
|
|
2024
Q3 | $1.32M | Buy |
2,603
+256
| +11% | +$130K | 0.09% | 203 |
|
|
2024
Q2 | $1.05M | Buy |
2,347
+37
| +2% | +$16.6K | 0.08% | 214 |
|
|
2024
Q1 | $1.1M | Sell |
2,310
-120
| -5% | -$57.2K | 0.09% | 212 |
|
|
2023
Q4 | $1.1M | Sell |
2,430
-163
| -6% | -$73.5K | 0.09% | 201 |
|
|
2023
Q3 | $891K | Buy |
2,593
+1,725
| +199% | +$593K | 0.09% | 207 |
|
|
2023
Q2 | $304K | Buy |
868
+195
| +29% | +$68.3K | 0.04% | 359 |
|
|
2023
Q1 | $219K | Sell |
673
-2
| -0.3% | -$652 | 0.04% | 353 |
|
|
2022
Q4 | $227K | Sell |
675
-269
| -28% | -$90.4K | 0.04% | 334 |
|
|
2022
Q3 | $261K | Buy |
944
+9
| +1% | +$2.49K | 0.06% | 267 |
|
|
2022
Q2 | $226K | Sell |
935
-20
| -2% | -$4.83K | 0.05% | 288 |
|
|
2022
Q1 | $284K | Buy |
955
+78
| +9% | +$23.2K | 0.06% | 265 |
|
|
2021
Q4 | $293K | Sell |
877
-689
| -44% | -$230K | 0.06% | 256 |
|
|
2021
Q3 | $476K | Sell |
1,566
-10
| -0.6% | -$3.04K | 0.12% | 157 |
|
|
2021
Q2 | $382K | Sell |
1,576
-516
| -25% | -$125K | 0.1% | 172 |
|
|
2021
Q1 | $382K | Sell |
2,092
-284
| -12% | -$51.9K | 0.17% | 136 |
|
|
2020
Q4 | $381K | Hold |
2,376
| – | – | 0.19% | 127 |
|
|
2020
Q3 | $297K | Buy |
2,376
+585
| +33% | +$73.1K | 0.17% | 138 |
|
|
2020
Q2 | $217K | Hold |
1,791
| – | – | 0.12% | 177 |
|
|
2020
Q1 | $178K | Hold |
1,791
| – | – | 0.12% | 166 |
|
|
2019
Q4 | $276K | Buy |
+1,791
| New | +$276K | 0.17% | 125 |
|