WA
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Waverly Advisors’s Gartner IT Stock Holding History

Waverly Advisors’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$418K Buy
1,035
+265
+34% +$107K ﹤0.01% 857
2025
Q1 		$323K Buy
770
+52
+7% +$21.8K ﹤0.01% 903
2024
Q4 		$348K Buy
+718
New +$348K 0.01% 778