Three Seasons 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
$599K Sell
1,483
-18
-1% -$7.28K 0.07% 51
2025
Q1
$630K Sell
1,501
-8
-0.5% -$3.36K 0.31% 49
2024
Q4
$731K Sell
1,509
-341
-18% -$165K 0.36% 55
2024
Q3
$938K Buy
1,850
+13
+0.7% +$6.59K 0.49% 45
2024
Q2
$825K Buy
1,837
+81
+5% +$36.4K 0.46% 43
2024
Q1
$824K Buy
1,756
+335
+24% +$157K 0.58% 46
2023
Q4
$641K Buy
1,421
+42
+3% +$18.9K 0.56% 46
2023
Q3
$474K Buy
+1,379
New +$474K 0.47% 35