Valeo 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 | $338K | Sell |
836
-68
| -8% | -$27.5K | 0.01% | 540 |
|
|
2025
Q1 | $379K | Sell |
904
-3
| -0.3% | -$1.26K | 0.01% | 474 |
|
|
2024
Q4 | $439K | Buy |
907
+8
| +0.9% | +$3.88K | 0.01% | 432 |
|
|
2024
Q3 | $456K | Buy |
899
+10
| +1% | +$5.07K | 0.01% | 424 |
|
|
2024
Q2 | $399K | Buy |
889
+91
| +11% | +$40.9K | 0.01% | 450 |
|
|
2024
Q1 | $360K | Sell |
798
-10
| -1% | -$4.51K | 0.01% | 452 |
|
|
2023
Q4 | $364K | Sell |
808
-8
| -1% | -$3.61K | 0.01% | 434 |
|
|
2023
Q3 | $280K | Buy |
816
+89
| +12% | +$30.6K | 0.01% | 476 |
|
|
2023
Q2 | $255K | Buy |
+727
| New | +$255K | 0.01% | 471 |
|
|
2020
Q3 | – | Sell |
-105
| Closed | -$13K | – | 1798 |
|
|
2020
Q2 | $13K | Buy |
105
+9
| +9% | +$1.11K | ﹤0.01% | 1126 |
|
|
2020
Q1 | $10K | Buy |
96
+21
| +28% | +$2.19K | ﹤0.01% | 1051 |
|
|
2019
Q4 | $12K | Sell |
75
-11
| -13% | -$1.76K | ﹤0.01% | 1042 |
|
|
2019
Q3 | $12K | Hold |
86
| – | – | ﹤0.01% | 965 |
|
|
2019
Q2 | $14K | Hold |
86
| – | – | ﹤0.01% | 928 |
|
|
2019
Q1 | $13K | Hold |
86
| – | – | ﹤0.01% | 884 |
|
|
2018
Q4 | $11K | Hold |
86
| – | – | ﹤0.01% | 851 |
|
|
2018
Q3 | $12K | Hold |
86
| – | – | ﹤0.01% | 905 |
|
|
2018
Q2 | $12K | Buy |
86
+22
| +34% | +$3.07K | ﹤0.01% | 896 |
|
|
2018
Q1 | $8K | Buy |
64
+14
| +28% | +$1.75K | ﹤0.01% | 987 |
|
|
2017
Q4 | $6K | Buy |
50
+47
| +1,567% | +$5.64K | ﹤0.01% | 962 |
|
|
2017
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1196 |
|