Rehmann Capital Advisory 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 | $236K | Sell |
585
-48
| -8% | -$19.4K | 0.01% | 536 |
|
|
2025
Q1 | $266K | Buy |
633
+13
| +2% | +$5.46K | 0.02% | 511 |
|
|
2024
Q4 | $300K | Buy |
620
+3
| +0.5% | +$1.45K | 0.02% | 470 |
|
|
2024
Q3 | $314K | Sell |
617
-32
| -5% | -$16.3K | 0.02% | 453 |
|
|
2024
Q2 | $291K | Sell |
649
-8
| -1% | -$3.59K | 0.02% | 452 |
|
|
2024
Q1 | $313K | Hold |
657
| – | – | 0.02% | 441 |
|
|
2023
Q4 | $296K | Hold |
657
| – | – | 0.02% | 436 |
|
|
2023
Q3 | $226K | Sell |
657
-7
| -1% | -$2.41K | 0.02% | 469 |
|
|
2023
Q2 | $233K | Buy |
664
+18
| +3% | +$6.31K | 0.02% | 486 |
|
|
2023
Q1 | $210K | Buy |
646
+19
| +3% | +$6.19K | 0.02% | 505 |
|
|
2022
Q4 | $211K | Buy |
+627
| New | +$211K | 0.02% | 506 |
|
|
2022
Q1 | – | Sell |
-645
| Closed | -$216K | – | 557 |
|
|
2021
Q4 | $216K | Sell |
645
-10
| -2% | -$3.34K | 0.02% | 510 |
|
|
2021
Q3 | $200K | Buy |
+655
| New | +$200K | 0.02% | 531 |
|
|
2019
Q3 | $141K | Buy |
985
+19
| +2% | +$2.72K | 0.02% | 380 |
|
|
2019
Q2 | $155K | Buy |
966
+1
| +0.1% | +$161 | 0.02% | 488 |
|
|
2019
Q1 | $146K | Sell |
965
-69
| -7% | -$10.5K | 0.02% | 484 |
|
|
2018
Q4 | $132K | Sell |
1,034
-4
| -0.4% | -$511 | 0.02% | 332 |
|
|
2018
Q3 | $165K | Sell |
1,038
-2
| -0.2% | -$317 | 0.02% | 451 |
|
|
2018
Q2 | $138K | Buy |
1,040
+573
| +123% | +$76.2K | 0.02% | 473 |
|
|
2018
Q1 | $55K | Buy |
+467
| New | +$55K | 0.01% | 731 |
|