Stratos Wealth Advisors’s Gartner IT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $390K | Sell |
964
-7
| -0.7% | -$2.83K | 0.02% | 494 |
|
2025
Q1 | $408K | Sell |
971
-41
| -4% | -$17.2K | 0.02% | 486 |
|
2024
Q4 | $490K | Sell |
1,012
-1
| -0.1% | -$484 | 0.02% | 482 |
|
2024
Q3 | $513K | Sell |
1,013
-23
| -2% | -$11.7K | 0.02% | 494 |
|
2024
Q2 | $465K | Sell |
1,036
-474
| -31% | -$213K | 0.02% | 487 |
|
2024
Q1 | $720K | Sell |
1,510
-21
| -1% | -$10K | 0.04% | 390 |
|
2023
Q4 | $691K | Sell |
1,531
-57
| -4% | -$25.7K | 0.04% | 400 |
|
2023
Q3 | $546K | Buy |
1,588
+60
| +4% | +$20.6K | 0.04% | 416 |
|
2023
Q2 | $535K | Sell |
1,528
-15
| -1% | -$5.26K | 0.04% | 422 |
|
2023
Q1 | $503K | Sell |
1,543
-33
| -2% | -$10.8K | 0.04% | 416 |
|
2022
Q4 | $530K | Sell |
1,576
-125
| -7% | -$42K | 0.04% | 388 |
|
2022
Q3 | $471K | Sell |
1,701
-429
| -20% | -$119K | 0.05% | 362 |
|
2022
Q2 | $515K | Sell |
2,130
-365
| -15% | -$88.3K | 0.05% | 358 |
|
2022
Q1 | $742K | Sell |
2,495
-809
| -24% | -$241K | 0.06% | 321 |
|
2021
Q4 | $1.11M | Sell |
3,304
-31
| -0.9% | -$10.4K | 0.08% | 265 |
|
2021
Q3 | $1.01M | Sell |
3,335
-619
| -16% | -$188K | 0.09% | 251 |
|
2021
Q2 | $958K | Buy |
+3,954
| New | +$958K | 0.08% | 245 |
|