Wealthspire Advisors (New York)’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Buy |
1,241
+353
| +40% | +$143K | ﹤0.01% | 538 |
|
|
2025
Q1 | $373K | Buy |
888
+94
| +12% | +$39.5K | ﹤0.01% | 586 |
|
|
2024
Q4 | $385K | Buy |
794
+14
| +2% | +$6.78K | ﹤0.01% | 584 |
|
|
2024
Q3 | $395K | Buy |
780
+140
| +22% | +$71K | ﹤0.01% | 550 |
|
|
2024
Q2 | $287K | Buy |
640
+157
| +33% | +$70.5K | ﹤0.01% | 551 |
|
|
2024
Q1 | $230K | Buy |
+483
| New | +$230K | ﹤0.01% | 566 |
|
|
2023
Q1 | – | Sell |
-707
| Closed | -$238K | – | 566 |
|
|
2022
Q4 | $238K | Buy |
+707
| New | +$238K | ﹤0.01% | 506 |
|
|
2022
Q1 | – | Sell |
-770
| Closed | -$257K | – | 493 |
|
|
2021
Q4 | $257K | Buy |
+770
| New | +$257K | 0.01% | 458 |
|
|
2021
Q2 | – | Sell |
-10,278
| Closed | -$1.88M | – | 519 |
|
|
2021
Q1 | $1.88M | Buy |
10,278
+985
| +11% | +$180K | 0.04% | 181 |
|
|
2020
Q4 | $1.49M | Buy |
9,293
+1,486
| +19% | +$238K | 0.04% | 162 |
|
|
2020
Q3 | $975K | Buy |
7,807
+1,478
| +23% | +$185K | 0.06% | 125 |
|
|
2020
Q2 | $768K | Buy |
6,329
+1,625
| +35% | +$197K | 0.05% | 122 |
|
|
2020
Q1 | $468K | Buy |
4,704
+2,335
| +99% | +$232K | 0.02% | 302 |
|
|
2019
Q4 | $365K | Sell |
2,369
-197
| -8% | -$30.4K | 0.03% | 126 |
|
|
2019
Q3 | $367K | Buy |
2,566
+1,081
| +73% | +$155K | 0.03% | 103 |
|
|
2019
Q2 | $239K | Buy |
+1,485
| New | +$239K | 0.02% | 87 |
|
|
2019
Q1 | – | Sell |
-365
| Closed | -$47K | – | 416 |
|
|
2018
Q4 | $47K | Buy |
+365
| New | +$47K | ﹤0.01% | 194 |
|