TWM
Thrive Wealth Management’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $633K | Sell |
1,566
-81
| -5% | -$32.7K | 0.1% | 105 |
|
|
2025
Q1 | $691K | Sell |
1,647
-164
| -9% | -$68.8K | 0.13% | 92 |
|
|
2024
Q4 | $877K | Sell |
1,811
-65
| -3% | -$31.5K | 0.16% | 79 |
|
|
2024
Q3 | $951K | Sell |
1,876
-22
| -1% | -$11.1K | 0.17% | 74 |
|
|
2024
Q2 | $852K | Sell |
1,898
-20
| -1% | -$8.98K | 0.17% | 75 |
|
|
2024
Q1 | $914K | Sell |
1,918
-72
| -4% | -$34.3K | 0.19% | 67 |
|
|
2023
Q4 | $898K | Buy |
1,990
+16
| +0.8% | +$7.22K | 0.2% | 65 |
|
|
2023
Q3 | $678K | Sell |
1,974
-61
| -3% | -$21K | 0.18% | 77 |
|
|
2023
Q2 | $713K | Sell |
2,035
-90
| -4% | -$31.5K | 0.18% | 78 |
|
|
2023
Q1 | $692K | Buy |
2,125
+188
| +10% | +$61.2K | 0.18% | 74 |
|
|
2022
Q4 | $651K | Buy |
1,937
+114
| +6% | +$38.3K | 0.19% | 72 |
|
|
2022
Q3 | $504K | Buy |
1,823
+433
| +31% | +$120K | 0.18% | 79 |
|
|
2022
Q2 | $336K | Buy |
1,390
+105
| +8% | +$25.4K | 0.12% | 108 |
|
|
2022
Q1 | $382K | Buy |
1,285
+117
| +10% | +$34.8K | 0.11% | 105 |
|
|
2021
Q4 | $390K | Buy |
+1,168
| New | +$390K | 0.13% | 100 |
|