Univest Financial’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Sell |
4,164
-632
| -13% | -$255K | 0.1% | 119 |
|
|
2025
Q1 | $2.01M | Sell |
4,796
-1,751
| -27% | -$735K | 0.13% | 116 |
|
|
2024
Q4 | $3.17M | Buy |
6,547
+1,505
| +30% | +$729K | 0.2% | 92 |
|
|
2024
Q3 | $2.56M | Buy |
5,042
+4,262
| +546% | +$2.16M | 0.17% | 97 |
|
|
2024
Q2 | $350K | Buy |
+780
| New | +$350K | 0.1% | 91 |
|