Sequoia Financial Advisors’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 | $551K | Buy |
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|
2025
Q2 | $697K | Buy |
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|
2025
Q1 | $711K | Sell |
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|
2024
Q4 | $839K | Buy |
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|
2024
Q3 | $862K | Buy |
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|
2024
Q2 | $590K | Buy |
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|
2024
Q1 | $590K | Sell |
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|
2023
Q4 | $876K | Buy |
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|
2023
Q3 | $320K | Buy |
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|
2023
Q2 | $321K | Sell |
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|
2023
Q1 | $347K | Sell |
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|
2022
Q4 | $361K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $254K | Buy |
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|
2021
Q4 | $281K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $204K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $223K | Hold |
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|
2019
Q3 | $207K | Hold |
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|
2019
Q2 | $233K | Hold |
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|
2019
Q1 | $219K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $282K | Sell |
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|
2018
Q2 | $262K | Hold |
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|
2018
Q1 | $232K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $206K | Sell |
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|
2017
Q2 | $210K | Buy |
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