Verdence Capital 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 | $539K | Buy |
1,333
+34
| +3% | +$13.7K | 0.04% | 393 |
|
|
2025
Q1 | $545K | Buy |
1,299
+860
| +196% | +$361K | 0.04% | 359 |
|
|
2024
Q4 | $213K | Sell |
439
-6
| -1% | -$2.91K | 0.02% | 596 |
|
|
2024
Q3 | $226K | Buy |
+445
| New | +$226K | 0.02% | 588 |
|
|
2024
Q2 | – | Sell |
-443
| Closed | -$211K | – | 610 |
|
|
2024
Q1 | $211K | Sell |
443
-5
| -1% | -$2.38K | 0.02% | 561 |
|
|
2023
Q4 | $202K | Buy |
+448
| New | +$202K | 0.02% | 548 |
|
|
2023
Q1 | – | Sell |
-1,958
| Closed | -$658K | – | 554 |
|
|
2022
Q4 | $658K | Sell |
1,958
-1,435
| -42% | -$482K | 0.08% | 236 |
|
|
2022
Q3 | $939K | Sell |
3,393
-305
| -8% | -$84.4K | 0.13% | 174 |
|
|
2022
Q2 | $894K | Buy |
3,698
+162
| +5% | +$39.2K | 0.12% | 194 |
|
|
2022
Q1 | $1.05M | Buy |
3,536
+1,160
| +49% | +$345K | 0.12% | 188 |
|
|
2021
Q4 | $794K | Buy |
2,376
+1,520
| +178% | +$508K | 0.09% | 206 |
|
|
2021
Q3 | $260K | Buy |
+856
| New | +$260K | 0.03% | 419 |
|