Summit Securities Group’s Gartner IT Stock Holding History

Summit Securities Group’s Portfolio IT Stock Details IT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$114K	Buy
2025 Q2	$21K	Buy
2023 Q3	–	Sell
2023 Q2	$36K	Sell
2023 Q1	$50K	Buy
2022 Q4	$27K	Buy
2022 Q3	$19K	Sell
2022 Q2	$41K	Buy
2022 Q1	$10K	Buy
2020 Q1	–	Hold
2019 Q4	–	Hold