Western Financial Corp’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,251
| Closed | -$945K | – | 129 |
|
|
2025
Q1 | $945K | Sell |
2,251
-8
| -0.4% | -$3.36K | 0.55% | 56 |
|
|
2024
Q4 | $1.09M | Buy |
2,259
+23
| +1% | +$11.1K | 0.6% | 43 |
|
|
2024
Q3 | $1.13M | Sell |
2,236
-17
| -0.8% | -$8.62K | 0.64% | 45 |
|
|
2024
Q2 | $1.01M | Buy |
2,253
+47
| +2% | +$21.1K | 0.61% | 46 |
|
|
2024
Q1 | $1.05M | Buy |
2,206
+490
| +29% | +$234K | 0.64% | 38 |
|
|
2023
Q4 | $774K | Sell |
1,716
-200
| -10% | -$90.2K | 0.52% | 52 |
|
|
2023
Q3 | $658K | Sell |
1,916
-25
| -1% | -$8.59K | 0.48% | 62 |
|
|
2023
Q2 | $680K | Buy |
1,941
+2
| +0.1% | +$701 | 0.46% | 67 |
|
|
2023
Q1 | $632K | Buy |
1,939
+81
| +4% | +$26.4K | 0.45% | 68 |
|
|
2022
Q4 | $625K | Sell |
1,858
-493
| -21% | -$166K | 0.4% | 64 |
|
|
2022
Q3 | $650K | Buy |
2,351
+394
| +20% | +$109K | 0.45% | 52 |
|
|
2022
Q2 | $473K | Sell |
1,957
-48
| -2% | -$11.6K | 0.34% | 64 |
|
|
2022
Q1 | $596K | Sell |
2,005
-22
| -1% | -$6.54K | 0.35% | 60 |
|
|
2021
Q4 | $678K | Buy |
2,027
+420
| +26% | +$140K | 0.36% | 64 |
|
|
2021
Q3 | $488K | Buy |
+1,607
| New | +$488K | 0.29% | 67 |
|