WhitTier Trust Company’s Gartner IT Stock Holding History

WhitTier Trust Company’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	$297K	Hold	736	–	–	0.01%	462
2025 Q1	$309K	Hold	736	–	–	0.01%	460
2024 Q4	$357K	Hold	736	–	–	0.01%	414
2024 Q3	$373K	Buy	736 +86	+13%	+$43.6K	0.01%	391
2024 Q2	$292K	Hold	650	–	–	0.01%	417
2024 Q1	$310K	Hold	650	–	–	0.01%	402
2023 Q4	$293K	Hold	650	–	–	0.01%	405
2023 Q3	$223K	Hold	650	–	–	0.01%	436
2023 Q2	$228K	Hold	650	–	–	0.01%	448
2023 Q1	$212K	Hold	650	–	–	0.01%	456
2022 Q4	$218K	Buy	650 +20	+3%	+$6.72K	0.01%	454
2022 Q3	$174K	Hold	630	–	–	0.01%	482
2022 Q2	$152K	Hold	630	–	–	0.01%	494
2022 Q1	$187K	Hold	630	–	–	0.01%	471
2021 Q4	$211K	Hold	630	–	–	0.01%	463
2021 Q3	$191K	Hold	630	–	–	0.01%	465
2021 Q2	$153K	Hold	630	–	–	0.01%	489
2021 Q1	$115K	Hold	630	–	–	0.01%	507
2020 Q4	$101K	Hold	630	–	–	0.01%	508
2020 Q3	$79K	Hold	630	–	–	﹤0.01%	534
2020 Q2	$76K	Sell	630 -4	-0.6%	-$483	﹤0.01%	521
2020 Q1	$63K	Hold	634	–	–	﹤0.01%	523
2019 Q4	$98K	Hold	634	–	–	0.01%	494
2019 Q3	$91K	Hold	634	–	–	0.01%	501
2019 Q2	$102K	Hold	634	–	–	0.01%	484
2019 Q1	$96K	Hold	634	–	–	0.01%	485
2018 Q4	$81K	Buy	634 +4	+0.6%	+$511	0.01%	498
2018 Q3	$100K	Hold	630	–	–	0.01%	494
2018 Q2	$84K	Hold	630	–	–	0.01%	524
2018 Q1	$74K	Hold	630	–	–	0.01%	543
2017 Q4	$78K	Hold	630	–	–	0.01%	516
2017 Q3	$78K	Hold	630	–	–	0.01%	478
2017 Q2	$78K	Hold	630	–	–	0.01%	472
2017 Q1	$68K	Hold	630	–	–	0.01%	487
2016 Q4	$64K	Buy	630 +60	+11%	+$6.1K	0.01%	487
2016 Q3	$50K	Hold	570	–	–	0.01%	524
2016 Q2	$56K	Hold	570	–	–	0.01%	506
2016 Q1	$51K	Hold	570	–	–	0.01%	516
2015 Q4	$52K	Hold	570	–	–	0.01%	505
2015 Q3	$48K	Hold	570	–	–	0.01%	520
2015 Q2	$49K	Hold	570	–	–	0.01%	542
2015 Q1	$48K	Sell	570 -300	-34%	-$25.3K	0.01%	538
2014 Q4	$73K	Hold	870	–	–	0.01%	478
2014 Q3	$64K	Hold	870	–	–	0.01%	495
2014 Q2	$61K	Hold	870	–	–	0.01%	518
2014 Q1	$60K	Hold	870	–	–	0.01%	524
2013 Q4	$62K	Sell	870 -230	-21%	-$16.4K	0.01%	499
2013 Q3	$66K	Hold	1,100	–	–	0.01%	471
2013 Q2	$63K	Buy	+1,100	New	+$63K	0.01%	475