Ritholtz Wealth Management’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $900K | Sell |
2,226
-119
| -5% | -$48.1K | 0.02% | 478 |
|
|
2025
Q1 | $984K | Buy |
2,345
+12
| +0.5% | +$5.04K | 0.03% | 405 |
|
|
2024
Q4 | $1.13M | Sell |
2,333
-39
| -2% | -$18.9K | 0.03% | 333 |
|
|
2024
Q3 | $1.2M | Sell |
2,372
-4
| -0.2% | -$2.03K | 0.04% | 338 |
|
|
2024
Q2 | $1.07M | Sell |
2,376
-262
| -10% | -$118K | 0.04% | 338 |
|
|
2024
Q1 | $1.26M | Buy |
2,638
+40
| +2% | +$19.1K | 0.04% | 301 |
|
|
2023
Q4 | $1.17M | Sell |
2,598
-25
| -1% | -$11.3K | 0.05% | 277 |
|
|
2023
Q3 | $901K | Sell |
2,623
-96
| -4% | -$33K | 0.04% | 312 |
|
|
2023
Q2 | $952K | Sell |
2,719
-29
| -1% | -$10.2K | 0.04% | 284 |
|
|
2023
Q1 | $895K | Sell |
2,748
-2,263
| -45% | -$737K | 0.04% | 286 |
|
|
2022
Q4 | $1.68M | Sell |
5,011
-1,372
| -21% | -$461K | 0.09% | 153 |
|
|
2022
Q3 | $1.77M | Buy |
6,383
+1,873
| +42% | +$518K | 0.09% | 144 |
|
|
2022
Q2 | $1.09M | Sell |
4,510
-2,200
| -33% | -$532K | 0.07% | 169 |
|
|
2022
Q1 | $2M | Buy |
6,710
+2,281
| +52% | +$679K | 0.13% | 93 |
|
|
2021
Q4 | $1.48M | Buy |
4,429
+1,385
| +45% | +$463K | 0.09% | 108 |
|
|
2021
Q3 | $925K | Buy |
3,044
+1,949
| +178% | +$592K | 0.06% | 159 |
|
|
2021
Q2 | $265K | Buy |
+1,095
| New | +$265K | 0.02% | 396 |
|