TAM
Trust Asset Management’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Hold |
890
| – | – | 0.03% | 164 |
|
|
2025
Q1 | $374K | Sell |
890
-33
| -4% | -$13.9K | 0.03% | 158 |
|
|
2024
Q4 | $447K | Hold |
923
| – | – | 0.04% | 141 |
|
|
2024
Q3 | $468K | Hold |
923
| – | – | 0.04% | 144 |
|
|
2024
Q2 | $414K | Hold |
923
| – | – | 0.03% | 147 |
|
|
2024
Q1 | $440K | Hold |
923
| – | – | 0.04% | 143 |
|
|
2023
Q4 | $416K | Hold |
923
| – | – | 0.04% | 144 |
|
|
2023
Q3 | $317K | Hold |
923
| – | – | 0.03% | 149 |
|
|
2023
Q2 | $323K | Hold |
923
| – | – | 0.03% | 157 |
|
|
2023
Q1 | $301K | Buy |
923
+12
| +1% | +$3.91K | 0.03% | 161 |
|
|
2022
Q4 | $306K | Hold |
911
| – | – | 0.04% | 157 |
|
|
2022
Q3 | $252K | Buy |
911
+52
| +6% | +$14.4K | 0.03% | 161 |
|
|
2022
Q2 | $208K | Buy |
859
+12
| +1% | +$2.91K | 0.03% | 181 |
|
|
2022
Q1 | $252K | Sell |
847
-11
| -1% | -$3.27K | 0.03% | 174 |
|
|
2021
Q4 | $287K | Hold |
858
| – | – | 0.04% | 173 |
|
|
2021
Q3 | $261K | Buy |
+858
| New | +$261K | 0.04% | 173 |
|