Wedmont Private Capital’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $628K | Sell |
1,591
-56
| -3% | -$22.1K | 0.03% | 368 |
|
|
2025
Q1 | $659K | Sell |
1,647
-201
| -11% | -$80.4K | 0.03% | 314 |
|
|
2024
Q4 | $904K | Sell |
1,848
-30
| -2% | -$14.7K | 0.05% | 241 |
|
|
2024
Q3 | $957K | Buy |
1,878
+138
| +8% | +$70.4K | 0.05% | 210 |
|
|
2024
Q2 | $792K | Buy |
1,740
+110
| +7% | +$50.1K | 0.05% | 240 |
|
|
2024
Q1 | $766K | Buy |
1,630
+32
| +2% | +$15K | 0.06% | 234 |
|
|
2023
Q4 | $696K | Buy |
1,598
+398
| +33% | +$173K | 0.06% | 230 |
|
|
2023
Q3 | $425K | Buy |
1,200
+4
| +0.3% | +$1.42K | 0.04% | 294 |
|
|
2023
Q2 | $434K | Buy |
1,196
+11
| +0.9% | +$3.99K | 0.05% | 281 |
|
|
2023
Q1 | $373K | Sell |
1,185
-4
| -0.3% | -$1.26K | 0.05% | 278 |
|
|
2022
Q4 | $391K | Buy |
1,189
+278
| +31% | +$91.4K | 0.06% | 269 |
|
|
2022
Q3 | $252K | Buy |
+911
| New | +$252K | 0.05% | 298 |
|