Summit Trail Advisors’s Gates Industrial GTES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
71,272
+14,443
| +25% | +$333K | 0.03% | 316 |
|
|
2025
Q1 | $1.05M | Buy |
56,829
+17,453
| +44% | +$321K | 0.03% | 152 |
|
|
2024
Q4 | $810K | Buy |
39,376
+15,854
| +67% | +$326K | 0.03% | 157 |
|
|
2024
Q3 | $413K | Sell |
23,522
-989
| -4% | -$17.4K | 0.01% | 448 |
|
|
2024
Q2 | $388K | Buy |
24,511
+33
| +0.1% | +$522 | 0.01% | 425 |
|
|
2024
Q1 | $434K | Sell |
24,478
-405
| -2% | -$7.17K | 0.01% | 368 |
|
|
2023
Q4 | $334K | Buy |
24,883
+4,408
| +22% | +$59.2K | 0.01% | 375 |
|
|
2023
Q3 | $238K | Buy |
20,475
+739
| +4% | +$8.58K | 0.01% | 453 |
|
|
2023
Q2 | $266K | Sell |
19,736
-37
| -0.2% | -$499 | 0.01% | 400 |
|
|
2023
Q1 | $275K | Buy |
19,773
+5,784
| +41% | +$80.3K | 0.01% | 334 |
|
|
2022
Q4 | $160K | Buy |
+13,989
| New | +$160K | 0.01% | 368 |
|