RMR Wealth Builders’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 | – | Sell |
-888
| Closed | -$224K | – | 283 |
|
|
2025
Q4 | $224K | Buy |
888
+10
| +1% | +$2.41K | 0.02% | 262 |
|
|
2025
Q3 | $231K | Buy |
878
+164
| +23% | +$47.8K | 0.02% | 256 |
|
|
2025
Q2 | $289K | Buy |
714
+4
| +0.6% | +$1.67K | 0.03% | 234 |
|
|
2025
Q1 | $298K | Sell |
710
-15
| -2% | -$7.39K | 0.03% | 204 |
|
|
2024
Q4 | $351K | Hold |
725
| – | – | 0.04% | 192 |
|
|
2024
Q3 | $367K | Buy |
725
+13
| +2% | +$6.25K | 0.04% | 189 |
|
|
2024
Q2 | $320K | Sell |
712
-14
| -2% | -$6.23K | 0.04% | 192 |
|
|
2024
Q1 | $346K | Hold |
726
| – | – | 0.04% | 194 |
|
|
2023
Q4 | $328K | Hold |
726
| – | – | 0.05% | 185 |
|
|
2023
Q3 | $249K | Hold |
726
| – | – | 0.04% | 204 |
|
|
2023
Q2 | $254K | Hold |
726
| – | – | 0.04% | 178 |
|
|
2023
Q1 | $237K | Hold |
726
| – | – | 0.05% | 185 |
|
|
2022
Q4 | $244K | Hold |
726
| – | – | 0.06% | 164 |
|
|
2022
Q3 | $201K | Buy |
+726
| New | +$204K | 0.05% | 186 |
|
|
2022
Q2 | – | Sell |
-726
| Closed | -$216K | – | 202 |
|
|
2022
Q1 | $216K | Hold |
726
| – | – | 0.05% | 191 |
|
|
2021
Q4 | $243K | Buy |
+726
| New | +$233K | 0.07% | 106 |
|
|
2021
Q2 | – | Sell |
-726
| Closed | -$133K | – | 415 |
|
|
2021
Q1 | $133K | Hold |
726
| – | – | 0.03% | 239 |
|
|
2020
Q4 | $116K | Buy |
+726
| New | +$105K | 0.06% | 194 |
|
|
2020
Q3 | – | Sell |
-726
| Closed | -$88K | – | 342 |
|
|
2020
Q2 | $88K | Buy |
+726
| New | +$83.9K | 0.08% | 179 |
|
|
2019
Q4 | $112K | Buy |
+726
| New | +$111K | 0.11% | 162 |
|
Other funds holding IT
IFP
VCM
VPM
