Venturi Wealth Management’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $505K | Sell |
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|
2025
Q2 | $815K | Sell |
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|
2025
Q1 | $1.03M | Sell |
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|
2024
Q4 | $1.21M | Sell |
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|
2024
Q3 | $1.28M | Buy |
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|
2024
Q2 | $716K | Buy |
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|
2024
Q1 | $62.4K | Sell |
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|
2023
Q4 | $62.3K | Buy |
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|
2023
Q3 | $46.4K | Buy |
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|
2023
Q2 | $37.1K | Hold |
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|
2023
Q1 | $34.5K | Buy |
|