West Branch 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 | $26.3K | Hold |
65
| – | – | 0.01% | 191 |
|
|
2025
Q1 | $27.3K | Hold |
65
| – | – | 0.01% | 191 |
|
|
2024
Q4 | $31.5K | Hold |
65
| – | – | 0.01% | 181 |
|
|
2024
Q3 | $32.9K | Buy |
65
+1
| +2% | +$507 | 0.01% | 183 |
|
|
2024
Q2 | $28.7K | Hold |
64
| – | – | 0.01% | 196 |
|
|
2024
Q1 | $30.5K | Hold |
64
| – | – | 0.01% | 192 |
|
|
2023
Q4 | $28.9K | Hold |
64
| – | – | 0.01% | 198 |
|
|
2023
Q3 | $22K | Hold |
64
| – | – | 0.01% | 216 |
|
|
2023
Q2 | $22.4K | Hold |
64
| – | – | 0.01% | 219 |
|
|
2023
Q1 | $20.9K | Hold |
64
| – | – | 0.01% | 226 |
|
|
2022
Q4 | $21.5K | Hold |
64
| – | – | 0.01% | 221 |
|
|
2022
Q3 | $18K | Hold |
64
| – | – | 0.01% | 235 |
|
|
2022
Q2 | $15K | Hold |
64
| – | – | 0.01% | 246 |
|
|
2022
Q1 | $19K | Hold |
64
| – | – | 0.01% | 245 |
|
|
2021
Q4 | $21K | Hold |
64
| – | – | 0.01% | 261 |
|
|
2021
Q3 | $19K | Hold |
64
| – | – | 0.01% | 248 |
|
|
2021
Q2 | $16K | Buy |
+64
| New | +$16K | 0.01% | 273 |
|