Wellspring Financial Advisors’s Gartner IT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-460	Closed	-$223K	–	145
2024 Q4	$223K	Sell	460 -3	-0.6%	-$1.45K	0.02%	125
2024 Q3	$235K	Hold	463	–	–	0.03%	139
2024 Q2	$208K	Buy	+463	New	+$208K	0.03%	139