Smith Salley 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 | $2.38M | Buy |
5,884
+360
| +7% | +$146K | 0.14% | 103 |
|
|
2025
Q1 | $2.32M | Buy |
5,524
+272
| +5% | +$114K | 0.15% | 95 |
|
|
2024
Q4 | $2.54M | Buy |
5,252
+370
| +8% | +$179K | 0.16% | 88 |
|
|
2024
Q3 | $2.47M | Buy |
4,882
+236
| +5% | +$120K | 0.16% | 91 |
|
|
2024
Q2 | $2.09M | Buy |
4,646
+517
| +13% | +$232K | 0.15% | 92 |
|
|
2024
Q1 | $1.97M | Sell |
4,129
-273
| -6% | -$130K | 0.15% | 98 |
|
|
2023
Q4 | $1.99M | Buy |
4,402
+696
| +19% | +$314K | 0.13% | 110 |
|
|
2023
Q3 | $1.27M | Buy |
3,706
+221
| +6% | +$75.9K | 0.09% | 118 |
|
|
2023
Q2 | $1.22M | Buy |
3,485
+30
| +0.9% | +$10.5K | 0.09% | 117 |
|
|
2023
Q1 | $1.13M | Sell |
3,455
-33
| -0.9% | -$10.8K | 0.09% | 121 |
|
|
2022
Q4 | $1.17M | Sell |
3,488
-27
| -0.8% | -$9.08K | 0.1% | 123 |
|
|
2022
Q3 | $973K | Buy |
3,515
+155
| +5% | +$42.9K | 0.09% | 125 |
|
|
2022
Q2 | $813K | Buy |
3,360
+121
| +4% | +$29.3K | 0.07% | 140 |
|
|
2022
Q1 | $963K | Sell |
3,239
-11
| -0.3% | -$3.27K | 0.07% | 142 |
|
|
2021
Q4 | $1.09M | Buy |
3,250
+185
| +6% | +$61.9K | 0.08% | 144 |
|
|
2021
Q3 | $931K | Buy |
3,065
+274
| +10% | +$83.2K | 0.07% | 146 |
|
|
2021
Q2 | $676K | Buy |
2,791
+315
| +13% | +$76.3K | 0.05% | 167 |
|
|
2021
Q1 | $452K | Sell |
2,476
-35
| -1% | -$6.39K | 0.04% | 179 |
|
|
2020
Q4 | $402K | Buy |
2,511
+600
| +31% | +$96.1K | 0.04% | 167 |
|
|
2020
Q3 | $239K | Buy |
1,911
+68
| +4% | +$8.5K | 0.03% | 175 |
|
|
2020
Q2 | $224K | Buy |
+1,843
| New | +$224K | 0.03% | 177 |
|
|
2020
Q1 | – | Sell |
-1,347
| Closed | -$208K | – | 193 |
|
|
2019
Q4 | $208K | Buy |
+1,347
| New | +$208K | 0.03% | 193 |
|