Welch & Forbes’s Gartner IT Stock Holding History

Welch & Forbes’s Portfolio IT Stock Details IT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$683K	Sell
2025 Q2	$1.5M	Sell
2025 Q1	$1.56M	Hold
2024 Q4	$1.8M	Buy
2024 Q3	$1.88M	Hold
2024 Q2	$1.66M	Sell
2024 Q1	$2.64M	Sell
2023 Q4	$2.88M	Sell
2023 Q3	$2.26M	Sell
2023 Q2	$2.33M	Buy
2023 Q1	$2.17M	Hold
2022 Q4	$2.24M	Sell
2022 Q3	$1.87M	Sell
2022 Q2	$1.64M	Sell
2022 Q1	$2.07M	Hold
2021 Q4	$2.32M	Hold
2021 Q3	$2.11M	Sell
2021 Q2	$1.73M	Hold
2021 Q1	$1.3M	Hold
2020 Q4	$1.14M	Hold
2020 Q3	$890K	Hold
2020 Q2	$864K	Hold
2020 Q1	$709K	Sell
2019 Q4	$1.11M	Hold
2019 Q3	$1.03M	Hold
2019 Q2	$1.16M	Hold
2019 Q1	$1.09M	Hold
2018 Q4	$923K	Hold
2018 Q3	$1.15M	Hold
2018 Q2	$960K	Hold
2018 Q1	$849K	Hold
2017 Q4	$889K	Hold
2017 Q3	$898K	Sell
2017 Q2	$932K	Buy
2017 Q1	$780K	Sell
2016 Q4	$819K	Hold
2016 Q3	$716K	Hold
2016 Q2	$789K	Hold
2016 Q1	$724K	Hold
2015 Q4	$735K	Hold
2015 Q3	$680K	Hold
2015 Q2	$695K	Hold
2015 Q1	$679K	Hold
2014 Q4	$682K	Hold
2014 Q3	$595K	Sell
2014 Q2	$642K	Hold
2014 Q1	$632K	Sell
2013 Q4	$853K	Hold
2013 Q3	$720K	Hold
2013 Q2	$684K	Buy