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Whipplewood Advisors’s Gartner IT Stock Holding History

Whipplewood Advisors’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 		$9.3K Buy
23
+8
+53% +$3.23K 0.01% 578
2025
Q1 		$4.62K Buy
15
+11
+275% +$3.39K ﹤0.01% 719
2024
Q4 		$1.94K Buy
+4
New +$1.94K ﹤0.01% 887