TFC Financial Management’s Gartner IT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$809 Sell
2
-1
-33% -$405 ﹤0.01% 604
2025
Q1
$1.26K Hold
3
﹤0.01% 534
2024
Q4
$1.45K Hold
3
﹤0.01% 538
2024
Q3
$1.52K Buy
3
+1
+50% +$507 ﹤0.01% 536
2024
Q2
$899 Sell
2
-1
-33% -$450 ﹤0.01% 574
2024
Q1
$1.43K Buy
3
+1
+50% +$477 ﹤0.01% 504
2023
Q4
$903 Hold
2
﹤0.01% 523
2023
Q3
$688 Hold
2
﹤0.01% 573
2023
Q2
$701 Buy
+2
New +$701 ﹤0.01% 547