SVB Wealth’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
+3,254
| New | +$1.32M | 0.07% | 209 |
|
|
2025
Q1 | – | Sell |
-7,108
| Closed | -$3.44M | – | 1631 |
|
|
2024
Q4 | $3.44M | Buy |
+7,108
| New | +$3.44M | 0.06% | 180 |
|
|
2024
Q3 | – | Sell |
-7,075
| Closed | -$3.18M | – | 309 |
|
|
2024
Q2 | $3.18M | Sell |
7,075
-273
| -4% | -$123K | 0.08% | 191 |
|
|
2024
Q1 | $3.5M | Sell |
7,348
-83
| -1% | -$39.6K | 0.08% | 195 |
|
|
2023
Q4 | $3.35M | Buy |
7,431
+108
| +1% | +$48.7K | 0.08% | 191 |
|
|
2023
Q3 | $2.52M | Sell |
7,323
-264
| -3% | -$90.7K | 0.06% | 199 |
|
|
2023
Q2 | $2.66M | Sell |
7,587
-478
| -6% | -$167K | 0.05% | 206 |
|
|
2023
Q1 | $2.63M | Sell |
8,065
-355
| -4% | -$116K | 0.04% | 230 |
|
|
2022
Q4 | $2.83M | Sell |
8,420
-599
| -7% | -$201K | 0.04% | 225 |
|
|
2022
Q3 | $2.5M | Buy |
9,019
+1,853
| +26% | +$513K | 0.04% | 227 |
|
|
2022
Q2 | $1.73M | Buy |
7,166
+543
| +8% | +$131K | 0.03% | 236 |
|
|
2022
Q1 | $1.97M | Buy |
6,623
+83
| +1% | +$24.7K | 0.03% | 230 |
|
|
2021
Q4 | $2.19M | Sell |
6,540
-89
| -1% | -$29.7K | 0.04% | 210 |
|
|
2021
Q3 | $2.01M | Buy |
6,629
+167
| +3% | +$50.7K | 0.03% | 260 |
|
|
2021
Q2 | $1.57M | Buy |
6,462
+309
| +5% | +$74.8K | 0.02% | 298 |
|
|
2021
Q1 | $1.12M | Buy |
6,153
+19
| +0.3% | +$3.47K | 0.02% | 329 |
|
|
2020
Q4 | $983K | Sell |
6,134
-620
| -9% | -$99.4K | 0.01% | 334 |
|
|
2020
Q3 | $844K | Sell |
6,754
-230
| -3% | -$28.7K | 0.01% | 318 |
|
|
2020
Q2 | $847K | Sell |
6,984
-281
| -4% | -$34.1K | 0.02% | 293 |
|
|
2020
Q1 | $723K | Sell |
7,265
-126
| -2% | -$12.5K | 0.02% | 265 |
|
|
2019
Q4 | $1.14M | Buy |
7,391
+25
| +0.3% | +$3.85K | 0.02% | 286 |
|
|
2019
Q3 | $1.05M | Hold |
7,366
| – | – | 0.02% | 268 |
|
|
2019
Q2 | $1.19M | Sell |
7,366
-250
| -3% | -$40.2K | 0.04% | 264 |
|
|
2019
Q1 | $1.16M | Sell |
7,616
-89
| -1% | -$13.5K | 0.05% | 212 |
|
|
2018
Q4 | $985K | Hold |
7,705
| – | – | 0.04% | 220 |
|
|
2018
Q3 | $1.22M | Sell |
7,705
-72
| -0.9% | -$11.4K | 0.04% | 228 |
|
|
2018
Q2 | $1.03M | Sell |
7,777
-40
| -0.5% | -$5.32K | 0.04% | 244 |
|
|
2018
Q1 | $919K | Sell |
7,817
-700
| -8% | -$82.3K | 0.04% | 275 |
|
|
2017
Q4 | $1.05M | Hold |
8,517
| – | – | 0.04% | 254 |
|
|
2017
Q3 | $1.06M | Sell |
8,517
-75
| -0.9% | -$9.33K | 0.04% | 251 |
|
|
2017
Q2 | $1.06M | Sell |
8,592
-419
| -5% | -$51.7K | 0.04% | 246 |
|
|
2017
Q1 | $973K | Sell |
9,011
-265
| -3% | -$28.6K | 0.04% | 249 |
|
|
2016
Q4 | $938K | Sell |
9,276
-150
| -2% | -$15.2K | 0.04% | 253 |
|
|
2016
Q3 | $834K | Sell |
9,426
-1,291
| -12% | -$114K | 0.03% | 271 |
|
|
2016
Q2 | $1.04M | Sell |
10,717
-9,871
| -48% | -$962K | 0.04% | 250 |
|
|
2016
Q1 | $1.84M | Sell |
20,588
-2,046
| -9% | -$183K | 0.07% | 201 |
|
|
2015
Q4 | $2.05M | Sell |
22,634
-4,499
| -17% | -$408K | 0.08% | 200 |
|
|
2015
Q3 | $2.28M | Sell |
27,133
-4,977
| -15% | -$418K | 0.09% | 195 |
|
|
2015
Q2 | $2.75M | Sell |
32,110
-269
| -0.8% | -$23.1K | 0.09% | 191 |
|
|
2015
Q1 | $2.72M | Buy |
32,379
+284
| +0.9% | +$23.8K | 0.09% | 200 |
|
|
2014
Q4 | $2.7M | Buy |
+32,095
| New | +$2.7M | 0.09% | 199 |
|