Summit Creek Advisors’s Gartner IT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-583
| Closed | -$282K | – | 72 |
|
2024
Q4 | $282K | Hold |
583
| – | – | 0.04% | 65 |
|
2024
Q3 | $295K | Sell |
583
-38
| -6% | -$19.3K | 0.04% | 68 |
|
2024
Q2 | $279K | Hold |
621
| – | – | 0.04% | 64 |
|
2024
Q1 | $296K | Buy |
621
+8
| +1% | +$3.81K | 0.04% | 63 |
|
2023
Q4 | $277K | Hold |
613
| – | – | 0.04% | 62 |
|
2023
Q3 | $211K | Hold |
613
| – | – | 0.03% | 66 |
|
2023
Q2 | $215K | Buy |
+613
| New | +$215K | 0.03% | 71 |
|
2023
Q1 | – | Sell |
-612
| Closed | -$206K | – | 73 |
|
2022
Q4 | $206K | Sell |
612
-301
| -33% | -$101K | 0.03% | 70 |
|
2022
Q3 | $253K | Sell |
913
-660
| -42% | -$183K | 0.03% | 68 |
|
2022
Q2 | $380K | Sell |
1,573
-1,378
| -47% | -$333K | 0.05% | 68 |
|
2022
Q1 | $878K | Buy |
2,951
+16
| +0.5% | +$4.76K | 0.1% | 61 |
|
2021
Q4 | $981K | Sell |
2,935
-764
| -21% | -$255K | 0.1% | 62 |
|
2021
Q3 | $1.12M | Buy |
3,699
+1,590
| +75% | +$483K | 0.12% | 55 |
|
2021
Q2 | $511K | Sell |
2,109
-800
| -28% | -$194K | 0.06% | 60 |
|
2021
Q1 | $531K | Buy |
2,909
+1,489
| +105% | +$272K | 0.06% | 58 |
|
2020
Q4 | $227K | Sell |
1,420
-4,310
| -75% | -$689K | 0.03% | 66 |
|
2020
Q3 | $716K | Hold |
5,730
| – | – | 0.11% | 64 |
|
2020
Q2 | $695K | Hold |
5,730
| – | – | 0.1% | 63 |
|
2020
Q1 | $571K | Hold |
5,730
| – | – | 0.11% | 64 |
|
2019
Q4 | $883K | Hold |
5,730
| – | – | 0.14% | 57 |
|
2019
Q3 | $819K | Buy |
5,730
+4,310
| +304% | +$616K | 0.14% | 57 |
|
2019
Q2 | $229K | Hold |
1,420
| – | – | 0.04% | 56 |
|
2019
Q1 | $215K | Buy |
+1,420
| New | +$215K | 0.04% | 57 |
|