Waldron Private Wealth’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-421
| Closed | -$204K | – | 360 |
|
|
2024
Q4 | $204K | Hold |
421
| – | – | 0.01% | 401 |
|
|
2024
Q3 | $213K | Sell |
421
-27
| -6% | -$13.7K | 0.01% | 391 |
|
|
2024
Q2 | $201K | Sell |
448
-30
| -6% | -$13.5K | 0.01% | 392 |
|
|
2024
Q1 | $228K | Buy |
478
+13
| +3% | +$6.2K | 0.01% | 370 |
|
|
2023
Q4 | $210K | Buy |
+465
| New | +$210K | 0.01% | 384 |
|