Whitney & Co’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 |
-442
| Closed | -$214K | – | 134 |
|
|
2024
Q4 | $214K | Hold |
442
| – | – | 0.02% | 123 |
|
|
2024
Q3 | $224K | Buy |
+442
| New | +$224K | 0.02% | 120 |
|
|
2024
Q2 | – | Sell |
-442
| Closed | -$211K | – | 128 |
|
|
2024
Q1 | $211K | Buy |
+442
| New | +$211K | 0.03% | 125 |
|
|
2018
Q4 | – | Sell |
-442
| Closed | -$65K | – | 271 |
|
|
2018
Q3 | $65K | Buy |
+442
| New | +$65K | 0.02% | 162 |
|