Unigestion Holding’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $14.7M | Sell |
34,975
-13,449
| -28% | -$5.64M | 0.86% | 36 |
|
|
2024
Q4 | $23.5M | Buy |
48,424
+970
| +2% | +$470K | 1.35% | 30 |
|
|
2024
Q3 | $24M | Buy |
+47,454
| New | +$24M | 1.16% | 37 |
|
|
2024
Q2 | – | Sell |
-35,632
| Closed | -$17M | – | 151 |
|
|
2024
Q1 | $17M | Buy |
+35,632
| New | +$17M | 0.83% | 52 |
|
|
2023
Q4 | – | Sell |
-808
| Closed | -$280K | – | 173 |
|
|
2023
Q3 | $280K | Sell |
808
-550
| -41% | -$191K | 0.02% | 175 |
|
|
2023
Q2 | $465K | Sell |
1,358
-200
| -13% | -$68.5K | 0.03% | 180 |
|
|
2023
Q1 | $498K | Sell |
1,558
-537
| -26% | -$172K | 0.03% | 194 |
|
|
2022
Q4 | $713K | Buy |
+2,095
| New | +$713K | 0.04% | 179 |
|
|
2022
Q3 | – | Sell |
-3,625
| Closed | -$877K | – | 188 |
|
|
2022
Q2 | $877K | Buy |
3,625
+975
| +37% | +$236K | 0.05% | 143 |
|
|
2022
Q1 | $788K | Hold |
2,650
| – | – | 0.03% | 163 |
|
|
2021
Q4 | $886K | Buy |
+2,650
| New | +$886K | 0.04% | 163 |
|