Westwind Capital’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 |
-29,538
| Closed | -$14.3M | – | 43 |
|
|
2024
Q4 | $14.3M | Buy |
29,538
+122
| +0.4% | +$59.1K | 3.12% | 14 |
|
|
2024
Q3 | $14.9M | Sell |
29,416
-18,961
| -39% | -$9.61M | 3.62% | 12 |
|
|
2024
Q2 | $19.7M | Buy |
48,377
+4,816
| +11% | +$1.96M | 4.88% | 10 |
|
|
2024
Q1 | $20.8M | Buy |
43,561
+593
| +1% | +$283K | 5.26% | 9 |
|
|
2023
Q4 | $19.4M | Sell |
42,968
-13,258
| -24% | -$5.98M | 5.29% | 10 |
|
|
2023
Q3 | $19.3M | Sell |
56,226
-133
| -0.2% | -$45.7K | 5.94% | 4 |
|
|
2023
Q2 | $19.7M | Buy |
56,359
+18,124
| +47% | +$6.35M | 5.53% | 8 |
|
|
2023
Q1 | $12.5M | Buy |
38,235
+259
| +0.7% | +$84.4K | 3.98% | 13 |
|
|
2022
Q4 | $12.8M | Sell |
37,976
-9
| -0% | -$3.03K | 4.34% | 11 |
|
|
2022
Q3 | $10.5M | Buy |
+37,985
| New | +$10.5M | 3.68% | 13 |
|
|
2020
Q1 | – | Sell |
-408
| Closed | -$63K | – | 45 |
|
|
2019
Q4 | $63K | Hold |
408
| – | – | 0.03% | 29 |
|
|
2019
Q3 | $58K | Sell |
408
-61,340
| -99% | -$8.72M | 0.03% | 31 |
|
|
2019
Q2 | $9.94M | Buy |
61,748
+1,669
| +3% | +$269K | 5.65% | 9 |
|
|
2019
Q1 | $9.11M | Buy |
60,079
+1,533
| +3% | +$233K | 5.37% | 8 |
|
|
2018
Q4 | $7.49M | Buy |
58,546
+2,694
| +5% | +$344K | 5.37% | 6 |
|
|
2018
Q3 | $8.85M | Buy |
55,852
+831
| +2% | +$132K | 5.58% | 6 |
|
|
2018
Q2 | $7.31M | Buy |
55,021
+1,023
| +2% | +$136K | 5.55% | 7 |
|
|
2018
Q1 | $6.35M | Buy |
53,998
+975
| +2% | +$115K | 5.09% | 10 |
|
|
2017
Q4 | $6.53M | Buy |
+53,023
| New | +$6.53M | 6.16% | 8 |
|