Ritter Daniher Financial Advisory’s Gartner IT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$17.4K	Hold	110	–	–	﹤0.01%	375
2025 Q4	$27.8K	Sell	110 -80	-42%	-$19.3K	﹤0.01%	332
2025 Q3	$49.9K	Hold	190	–	–	0.01%	233
2025 Q2	$76.8K	Hold	190	–	–	0.02%	146
2025 Q1	$79.8K	Sell	190 -21	-10%	-$10.3K	0.02%	124
2024 Q4	$102K	Sell	211 -23	-10%	-$11.9K	0.03%	114
2024 Q3	$119K	Hold	234	–	–	0.03%	108
2024 Q2	$105K	Hold	234	–	–	0.03%	108
2024 Q1	$112K	Hold	234	–	–	0.04%	108
2023 Q4	$106K	Sell	234 -25	-10%	-$9.99K	0.04%	113
2023 Q3	$89K	Hold	259	–	–	0.04%	112
2023 Q2	$90.7K	Hold	259	–	–	0.04%	107
2023 Q1	$84.4K	Sell	259 -35	-12%	-$11.6K	0.04%	106
2022 Q4	$98.8K	Buy	+294	New	+$94.9K	0.05%	102