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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.5M Sell
3,712
-3
-0.1% -$1.21K 0.02% 199
2025
Q1 		$1.56M Hold
3,715
– – 0.02% 197
2024
Q4 		$1.8M Buy
3,715
+3
+0.1% +$1.45K 0.02% 192
2024
Q3 		$1.88M Hold
3,712
– – 0.02% 193
2024
Q2 		$1.66M Sell
3,712
-1,823
-33% -$817K 0.02% 196
2024
Q1 		$2.64M Sell
5,535
-849
-13% -$405K 0.04% 165
2023
Q4 		$2.88M Sell
6,384
-180
-3% -$81.2K 0.04% 157
2023
Q3 		$2.26M Sell
6,564
-100
-2% -$34.4K 0.04% 171
2023
Q2 		$2.33M Buy
6,664
+12
+0.2% +$4.2K 0.04% 171
2023
Q1 		$2.17M Hold
6,652
– – 0.04% 171
2022
Q4 		$2.24M Sell
6,652
-115
-2% -$38.7K 0.04% 169
2022
Q3 		$1.87M Sell
6,767
-2
-0% -$553 0.04% 180
2022
Q2 		$1.64M Sell
6,769
-183
-3% -$44.3K 0.03% 188
2022
Q1 		$2.07M Hold
6,952
– – 0.03% 179
2021
Q4 		$2.32M Hold
6,952
– – 0.03% 171
2021
Q3 		$2.11M Sell
6,952
-170
-2% -$51.7K 0.04% 173
2021
Q2 		$1.73M Hold
7,122
– – 0.03% 185
2021
Q1 		$1.3M Hold
7,122
– – 0.02% 202
2020
Q4 		$1.14M Hold
7,122
– – 0.02% 207
2020
Q3 		$890K Hold
7,122
– – 0.02% 208
2020
Q2 		$864K Hold
7,122
– – 0.02% 205
2020
Q1 		$709K Sell
7,122
-100
-1% -$9.96K 0.02% 206
2019
Q4 		$1.11M Hold
7,222
– – 0.02% 198
2019
Q3 		$1.03M Hold
7,222
– – 0.02% 202
2019
Q2 		$1.16M Hold
7,222
– – 0.03% 196
2019
Q1 		$1.1M Hold
7,222
– – 0.03% 199
2018
Q4 		$923K Hold
7,222
– – 0.03% 204
2018
Q3 		$1.15M Hold
7,222
– – 0.03% 194
2018
Q2 		$960K Hold
7,222
– – 0.02% 205
2018
Q1 		$849K Hold
7,222
– – 0.02% 214
2017
Q4 		$889K Hold
7,222
– – 0.02% 196
2017
Q3 		$898K Sell
7,222
-321
-4% -$39.9K 0.02% 199
2017
Q2 		$932K Buy
7,543
+317
+4% +$39.2K 0.03% 199
2017
Q1 		$780K Sell
7,226
-874
-11% -$94.3K 0.02% 203
2016
Q4 		$819K Hold
8,100
– – 0.02% 198
2016
Q3 		$716K Hold
8,100
– – 0.02% 183
2016
Q2 		$789K Hold
8,100
– – 0.02% 207
2016
Q1 		$724K Hold
8,100
– – 0.02% 214
2015
Q4 		$735K Hold
8,100
– – 0.02% 208
2015
Q3 		$680K Hold
8,100
– – 0.02% 214
2015
Q2 		$695K Hold
8,100
– – 0.02% 229
2015
Q1 		$679K Hold
8,100
– – 0.02% 230
2014
Q4 		$682K Hold
8,100
– – 0.02% 235
2014
Q3 		$595K Sell
8,100
-1,000
-11% -$73.5K 0.02% 243
2014
Q2 		$642K Hold
9,100
– – 0.02% 232
2014
Q1 		$632K Sell
9,100
-2,900
-24% -$201K 0.02% 235
2013
Q4 		$853K Hold
12,000
– – 0.03% 208
2013
Q3 		$720K Hold
12,000
– – 0.02% 223
2013
Q2 		$684K Buy
+12,000
New +$684K 0.02% 211