Venturi Wealth Management’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $815K | Sell |
2,017
-427
| -17% | -$173K | 0.04% | 229 |
|
|
2025
Q1 | $1.03M | Sell |
2,444
-49
| -2% | -$20.6K | 0.05% | 201 |
|
|
2024
Q4 | $1.21M | Sell |
2,493
-37
| -1% | -$17.9K | 0.06% | 181 |
|
|
2024
Q3 | $1.28M | Buy |
2,530
+935
| +59% | +$474K | 0.07% | 161 |
|
|
2024
Q2 | $716K | Buy |
1,595
+1,464
| +1,118% | +$657K | 0.04% | 222 |
|
|
2024
Q1 | $62.4K | Sell |
131
-7
| -5% | -$3.34K | ﹤0.01% | 475 |
|
|
2023
Q4 | $62.3K | Buy |
138
+3
| +2% | +$1.35K | ﹤0.01% | 468 |
|
|
2023
Q3 | $46.4K | Buy |
135
+29
| +27% | +$9.97K | ﹤0.01% | 479 |
|
|
2023
Q2 | $37.1K | Hold |
106
| – | – | ﹤0.01% | 464 |
|
|
2023
Q1 | $34.5K | Buy |
+106
| New | +$34.5K | ﹤0.01% | 519 |
|