Wealth Enhancement Advisory Services’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14M | Buy |
34,964
+6,352
| +22% | +$2.54M | 0.02% | 529 |
|
|
2025
Q1 | $12M | Buy |
28,612
+352
| +1% | +$148K | 0.02% | 528 |
|
|
2024
Q4 | $13.7M | Sell |
28,260
-1,745
| -6% | -$845K | 0.03% | 479 |
|
|
2024
Q3 | $15.2M | Buy |
30,005
+4,565
| +18% | +$2.31M | 0.03% | 407 |
|
|
2024
Q2 | $11.4M | Sell |
25,440
-1,110
| -4% | -$498K | 0.03% | 447 |
|
|
2024
Q1 | $12.7M | Buy |
26,550
+1,582
| +6% | +$754K | 0.03% | 411 |
|
|
2023
Q4 | $11.3M | Buy |
24,968
+171
| +0.7% | +$77.1K | 0.03% | 404 |
|
|
2023
Q3 | $8.52M | Buy |
+24,797
| New | +$8.52M | 0.03% | 441 |
|
|
2023
Q2 | – | Sell |
-7,747
| Closed | -$2.52M | – | 542 |
|
|
2023
Q1 | $2.52M | Buy |
+7,747
| New | +$2.52M | 0.03% | 191 |
|
|
2016
Q3 | – | Sell |
-14,781
| Closed | -$1.44M | – | 160 |
|
|
2016
Q2 | $1.44M | Buy |
14,781
+1,450
| +11% | +$141K | 0.26% | 61 |
|
|
2016
Q1 | $1.18M | Buy |
13,331
+1,887
| +16% | +$168K | 0.24% | 73 |
|
|
2015
Q4 | $1.04M | Buy |
+11,444
| New | +$1.04M | 0.26% | 66 |
|