Spire 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 | $10.5K | Buy |
51
+25
| +96% | +$5.16K | ﹤0.01% | 1705 |
|
|
2025
Q1 | $10.9K | Sell |
26
-3
| -10% | -$1.26K | ﹤0.01% | 1811 |
|
|
2024
Q4 | $14.1K | Sell |
29
-20
| -41% | -$9.69K | ﹤0.01% | 1744 |
|
|
2024
Q3 | $24.8K | Buy |
49
+17
| +53% | +$8.62K | ﹤0.01% | 1369 |
|
|
2024
Q2 | $14.4K | Sell |
32
-14
| -30% | -$6.29K | ﹤0.01% | 1537 |
|
|
2024
Q1 | $22.1K | Buy |
46
+7
| +18% | +$3.36K | ﹤0.01% | 1487 |
|
|
2023
Q4 | $18.1K | Hold |
39
| – | – | ﹤0.01% | 1571 |
|
|
2023
Q3 | $13.4K | Buy |
39
+18
| +86% | +$6.19K | ﹤0.01% | 1644 |
|
|
2023
Q2 | $7.43K | Buy |
21
+5
| +31% | +$1.77K | ﹤0.01% | 1895 |
|
|
2023
Q1 | $5.21K | Sell |
16
-72
| -82% | -$23.5K | ﹤0.01% | 2024 |
|
|
2022
Q4 | $30K | Buy |
88
+86
| +4,300% | +$29.3K | ﹤0.01% | 1198 |
|
|
2022
Q3 | $1K | Sell |
2
-6
| -75% | -$3K | ﹤0.01% | 2088 |
|
|
2022
Q2 | $2K | Sell |
8
-246
| -97% | -$61.5K | ﹤0.01% | 2364 |
|
|
2022
Q1 | $76K | Sell |
254
-138
| -35% | -$41.3K | ﹤0.01% | 1279 |
|
|
2021
Q4 | $131K | Buy |
+392
| New | +$131K | ﹤0.01% | 1291 |
|
|
2021
Q2 | – | Sell |
-467
| Closed | -$87K | – | 2775 |
|
|
2021
Q1 | $87K | Buy |
+467
| New | +$87K | ﹤0.01% | 1454 |
|