Wealth Alliance’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $453K | Buy |
1,121
+33
| +3% | +$13.3K | 0.05% | 312 |
|
|
2025
Q1 | $457K | Buy |
1,088
+5
| +0.5% | +$2.1K | 0.06% | 294 |
|
|
2024
Q4 | $525K | Sell |
1,083
-137
| -11% | -$66.4K | 0.06% | 252 |
|
|
2024
Q3 | $618K | Buy |
1,220
+7
| +0.6% | +$3.55K | 0.07% | 230 |
|
|
2024
Q2 | $545K | Buy |
1,213
+82
| +7% | +$36.8K | 0.07% | 236 |
|
|
2024
Q1 | $539K | Sell |
1,131
-47
| -4% | -$22.4K | 0.07% | 257 |
|
|
2023
Q4 | $531K | Sell |
1,178
-84
| -7% | -$37.9K | 0.07% | 246 |
|
|
2023
Q3 | $434K | Buy |
1,262
+34
| +3% | +$11.7K | 0.07% | 262 |
|
|
2023
Q2 | $430K | Sell |
1,228
-117
| -9% | -$41K | 0.06% | 278 |
|
|
2023
Q1 | $438K | Sell |
1,345
-57
| -4% | -$18.6K | 0.07% | 263 |
|
|
2022
Q4 | $471K | Sell |
1,402
-87
| -6% | -$29.2K | 0.08% | 245 |
|
|
2022
Q3 | $412K | Buy |
1,489
+306
| +26% | +$84.7K | 0.08% | 249 |
|
|
2022
Q2 | $286K | Sell |
1,183
-46
| -4% | -$11.1K | 0.05% | 337 |
|
|
2022
Q1 | $366K | Sell |
1,229
-313
| -20% | -$93.2K | 0.07% | 287 |
|
|
2021
Q4 | $515K | Buy |
1,542
+41
| +3% | +$13.7K | 0.1% | 216 |
|
|
2021
Q3 | $456K | Buy |
1,501
+14
| +0.9% | +$4.25K | 0.1% | 221 |
|
|
2021
Q2 | $360K | Sell |
1,487
-219
| -13% | -$53K | 0.08% | 275 |
|
|
2021
Q1 | $311K | Buy |
1,706
+29
| +2% | +$5.29K | 0.09% | 279 |
|
|
2020
Q4 | $269K | Buy |
+1,677
| New | +$269K | 0.08% | 302 |
|