TA
Tectonic Advisors’s Gartner IT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $245K | Sell |
605
-4
| -0.7% | -$1.62K | 0.01% | 308 |
|
2025
Q1 | $256K | Hold |
609
| – | – | 0.02% | 300 |
|
2024
Q4 | $295K | Sell |
609
-308
| -34% | -$149K | 0.02% | 297 |
|
2024
Q3 | $465K | Hold |
917
| – | – | 0.03% | 250 |
|
2024
Q2 | $412K | Hold |
917
| – | – | 0.03% | 248 |
|
2024
Q1 | $437K | Hold |
917
| – | – | 0.03% | 227 |
|
2023
Q4 | $414K | Hold |
917
| – | – | 0.03% | 220 |
|
2023
Q3 | $315K | Hold |
917
| – | – | 0.03% | 228 |
|
2023
Q2 | $321K | Sell |
917
-288
| -24% | -$101K | 0.04% | 221 |
|
2023
Q1 | $393K | Sell |
1,205
-2
| -0.2% | -$652 | 0.05% | 210 |
|
2022
Q4 | $406K | Sell |
1,207
-14
| -1% | -$4.71K | 0.06% | 183 |
|
2022
Q3 | $338K | Hold |
1,221
| – | – | 0.06% | 157 |
|
2022
Q2 | $295K | Sell |
1,221
-366
| -23% | -$88.4K | 0.05% | 157 |
|
2022
Q1 | $472K | Sell |
1,587
-313
| -16% | -$93.1K | 0.08% | 135 |
|
2021
Q4 | $635K | Hold |
1,900
| – | – | 0.11% | 115 |
|
2021
Q3 | $577K | Hold |
1,900
| – | – | 0.11% | 106 |
|
2021
Q2 | $460K | Sell |
1,900
-1,101
| -37% | -$267K | 0.09% | 115 |
|
2021
Q1 | $548K | Sell |
3,001
-479
| -14% | -$87.5K | 0.14% | 95 |
|
2020
Q4 | $557K | Buy |
+3,480
| New | +$557K | 0.15% | 92 |
|