Summit Financial’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Sell |
721
-1,635
| -69% | -$660K | 0.01% | 691 |
|
|
2025
Q1 | $989K | Buy |
2,356
+1,751
| +289% | +$735K | 0.03% | 376 |
|
|
2024
Q4 | $293K | Buy |
605
+3
| +0.5% | +$1.45K | 0.01% | 544 |
|
|
2024
Q3 | $305K | Sell |
602
-6
| -1% | -$3.04K | 0.01% | 461 |
|
|
2024
Q2 | $273K | Buy |
+608
| New | +$273K | 0.01% | 430 |
|
|
2022
Q4 | – | Sell |
-728
| Closed | -$201K | – | 259 |
|
|
2022
Q3 | $201K | Buy |
+728
| New | +$201K | 0.02% | 244 |
|
|
2022
Q2 | – | Sell |
-749
| Closed | -$223K | – | 242 |
|
|
2022
Q1 | $223K | Buy |
+749
| New | +$223K | 0.02% | 239 |
|