WIM
Weitz Investment Management’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.5M | Hold |
87,925
| – | – | 1.91% | 24 |
|
|
2025
Q1 | $36.9M | Buy |
87,925
+23,500
| +36% | +$9.86M | 1.96% | 21 |
|
|
2024
Q4 | $31.2M | Hold |
64,425
| – | – | 1.61% | 25 |
|
|
2024
Q3 | $32.6M | Hold |
64,425
| – | – | 1.61% | 27 |
|
|
2024
Q2 | $28.9M | Hold |
64,425
| – | – | 1.52% | 27 |
|
|
2024
Q1 | $30.7M | Sell |
64,425
-19,075
| -23% | -$9.09M | 1.55% | 26 |
|
|
2023
Q4 | $37.7M | Sell |
83,500
-56,550
| -40% | -$25.5M | 1.99% | 19 |
|
|
2023
Q3 | $48.1M | Hold |
140,050
| – | – | 2.65% | 15 |
|
|
2023
Q2 | $49.1M | Sell |
140,050
-240
| -0.2% | -$84.1K | 2.61% | 17 |
|
|
2023
Q1 | $45.7M | Buy |
140,290
+400
| +0.3% | +$130K | 2.63% | 15 |
|
|
2022
Q4 | $47M | Hold |
139,890
| – | – | 2.67% | 15 |
|
|
2022
Q3 | $38.7M | Hold |
139,890
| – | – | 2.28% | 18 |
|
|
2022
Q2 | $33.8M | Buy |
139,890
+11,911
| +9% | +$2.88M | 1.77% | 22 |
|
|
2022
Q1 | $38.1M | Buy |
+127,979
| New | +$38.1M | 1.69% | 22 |
|