Salvus Wealth Management’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-502
| Closed | -$211K | – | 129 |
|
|
2025
Q1 | $211K | Sell |
502
-162
| -24% | -$68K | 0.13% | 113 |
|
|
2024
Q4 | $322K | Buy |
664
+4
| +0.6% | +$1.94K | 0.21% | 95 |
|
|
2024
Q3 | $334K | Buy |
660
+15
| +2% | +$7.6K | 0.21% | 97 |
|
|
2024
Q2 | $290K | Buy |
645
+18
| +3% | +$8.08K | 0.2% | 96 |
|
|
2024
Q1 | $299K | Sell |
627
-37
| -6% | -$17.6K | 0.2% | 93 |
|
|
2023
Q4 | $300K | Sell |
664
-44
| -6% | -$19.8K | 0.21% | 92 |
|
|
2023
Q3 | $243K | Buy |
708
+24
| +4% | +$8.25K | 0.19% | 95 |
|
|
2023
Q2 | $240K | Buy |
684
+23
| +3% | +$8.06K | 0.18% | 93 |
|
|
2023
Q1 | $215K | Buy |
661
+40
| +6% | +$13K | 0.17% | 98 |
|
|
2022
Q4 | $209K | Buy |
+621
| New | +$209K | 0.19% | 89 |
|
|
2022
Q2 | – | Sell |
-828
| Closed | -$246K | – | 101 |
|
|
2022
Q1 | $246K | Buy |
828
+50
| +6% | +$14.9K | 0.19% | 92 |
|
|
2021
Q4 | $260K | Buy |
+778
| New | +$260K | 0.19% | 89 |
|