United Capital Financial Advisors’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.15M | Sell |
17,687
-362
| -2% | -$146K | 0.06% | 241 |
|
|
2025
Q1 | $7.58M | Sell |
18,049
-16
| -0.1% | -$6.72K | 0.06% | 220 |
|
|
2024
Q4 | $8.75M | Buy |
18,065
+32
| +0.2% | +$15.5K | 0.07% | 198 |
|
|
2024
Q3 | $9.14M | Buy |
18,033
+19
| +0.1% | +$9.63K | 0.08% | 195 |
|
|
2024
Q2 | $8.09M | Sell |
18,014
-757
| -4% | -$340K | 0.07% | 202 |
|
|
2024
Q1 | $8.95M | Sell |
18,771
-45
| -0.2% | -$21.5K | 0.07% | 195 |
|
|
2023
Q4 | $8.49M | Buy |
18,816
+3,544
| +23% | +$1.6M | 0.07% | 214 |
|
|
2023
Q3 | $5.25M | Buy |
15,272
+84
| +0.6% | +$28.9K | 0.03% | 292 |
|
|
2023
Q2 | $5.32M | Buy |
15,188
+5,667
| +60% | +$1.99M | 0.03% | 304 |
|
|
2023
Q1 | $3.1M | Buy |
9,521
+4,487
| +89% | +$1.46M | 0.02% | 386 |
|
|
2022
Q4 | $1.69M | Buy |
5,034
+1,909
| +61% | +$642K | 0.01% | 511 |
|
|
2022
Q3 | $865K | Buy |
+3,125
| New | +$865K | 0.01% | 642 |
|
|
2019
Q2 | – | Sell |
-1,687
| Closed | -$256K | – | 1458 |
|
|
2019
Q1 | $256K | Buy |
+1,687
| New | +$256K | ﹤0.01% | 1167 |
|