SOA Wealth 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
Q2 | – | Sell |
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|
2025
Q1 | $4.2K | Hold |
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|
2024
Q4 | $4.84K | Hold |
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|
2024
Q3 | $5.07K | Hold |
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|
2024
Q2 | $4.49K | Hold |
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|
2024
Q1 | $4.77K | Hold |
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|
2023
Q4 | $4.51K | Hold |
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|
2023
Q3 | $3.44K | Hold |
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|
2023
Q2 | $3.5K | Hold |
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|
2023
Q1 | $3.26K | Hold |
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|
2022
Q4 | $3.36K | Hold |
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|
2022
Q3 | $2K | Hold |
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|
2022
Q2 | $2K | Sell |
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|
2022
Q1 | $6K | Hold |
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|
2021
Q4 | $7K | Hold |
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|
2021
Q3 | $6K | Hold |
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|
2021
Q2 | $5K | Buy |
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|
2021
Q1 | $0 | Buy |
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|
2020
Q4 | $0 | Buy |
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