Ritholtz Wealth Management’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $355K | Sell |
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|
2025
Q2 | $900K | Sell |
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|
2025
Q1 | $984K | Buy |
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|
2024
Q4 | $1.13M | Sell |
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|
2024
Q3 | $1.2M | Sell |
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|
2024
Q2 | $1.07M | Sell |
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|
2024
Q1 | $1.26M | Buy |
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|
2023
Q4 | $1.17M | Sell |
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|
2023
Q3 | $901K | Sell |
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|
2023
Q2 | $952K | Sell |
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|
2023
Q1 | $895K | Sell |
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|
2022
Q4 | $1.68M | Sell |
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|
2022
Q3 | $1.77M | Buy |
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|
2022
Q2 | $1.09M | Sell |
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|
2022
Q1 | $2M | Buy |
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|
2021
Q4 | $1.48M | Buy |
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|
2021
Q3 | $925K | Buy |
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|
2021
Q2 | $265K | Buy |
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