Whittier Trust’s Gartner IT Stock Holding History

Whittier Trust’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	$100K	Sell	248 -95	-28%	-$38.4K	﹤0.01%	792
2025 Q1	$144K	Hold	343	–	–	﹤0.01%	710
2024 Q4	$166K	Sell	343 -114	-25%	-$55.2K	﹤0.01%	697
2024 Q3	$232K	Buy	457 +25	+6%	+$12.7K	﹤0.01%	659
2024 Q2	$194K	Hold	432	–	–	﹤0.01%	653
2024 Q1	$206K	Buy	432 +131	+44%	+$62.4K	﹤0.01%	643
2023 Q4	$136K	Sell	301 -41	-12%	-$18.5K	﹤0.01%	710
2023 Q3	$118K	Buy	342 +41	+14%	+$14.1K	﹤0.01%	736
2023 Q2	$105K	Hold	301	–	–	﹤0.01%	770
2023 Q1	$98.1K	Hold	301	–	–	﹤0.01%	813
2022 Q4	$101K	Hold	301	–	–	﹤0.01%	812
2022 Q3	$83K	Sell	301 -8	-3%	-$2.21K	﹤0.01%	842
2022 Q2	$75K	Buy	309 +35	+13%	+$8.5K	﹤0.01%	872
2022 Q1	$82K	Hold	274	–	–	﹤0.01%	873
2021 Q4	$92K	Hold	274	–	–	﹤0.01%	841
2021 Q3	$83K	Hold	274	–	–	﹤0.01%	819
2021 Q2	$66K	Hold	274	–	–	﹤0.01%	886
2021 Q1	$50K	Sell	274 -471	-63%	-$85.9K	﹤0.01%	929
2020 Q4	$119K	Hold	745	–	–	﹤0.01%	677
2020 Q3	$93K	Sell	745 -338	-31%	-$42.2K	﹤0.01%	719
2020 Q2	$131K	Sell	1,083 -6	-0.6%	-$726	﹤0.01%	622
2020 Q1	$108K	Hold	1,089	–	–	﹤0.01%	643
2019 Q4	$168K	Buy	1,089 +6	+0.6%	+$926	﹤0.01%	592
2019 Q3	$155K	Buy	1,083 +34	+3%	+$4.87K	﹤0.01%	593
2019 Q2	$169K	Hold	1,049	–	–	0.01%	559
2019 Q1	$159K	Hold	1,049	–	–	﹤0.01%	568
2018 Q4	$134K	Buy	1,049 +616	+142%	+$78.7K	﹤0.01%	574
2018 Q3	$69K	Hold	433	–	–	﹤0.01%	707
2018 Q2	$58K	Hold	433	–	–	﹤0.01%	721
2018 Q1	$51K	Hold	433	–	–	﹤0.01%	770
2017 Q4	$53K	Hold	433	–	–	﹤0.01%	740
2017 Q3	$54K	Hold	433	–	–	﹤0.01%	723
2017 Q2	$53K	Hold	433	–	–	﹤0.01%	693
2017 Q1	$47K	Hold	433	–	–	﹤0.01%	724
2016 Q4	$44K	Hold	433	–	–	﹤0.01%	730
2016 Q3	$38K	Hold	433	–	–	﹤0.01%	746
2016 Q2	$42K	Hold	433	–	–	﹤0.01%	745
2016 Q1	$39K	Hold	433	–	–	﹤0.01%	754
2015 Q4	$39K	Hold	433	–	–	﹤0.01%	760
2015 Q3	$36K	Hold	433	–	–	﹤0.01%	761
2015 Q2	$37K	Hold	433	–	–	﹤0.01%	794
2015 Q1	$36K	Hold	433	–	–	﹤0.01%	779
2014 Q4	$36K	Hold	433	–	–	﹤0.01%	699
2014 Q3	$32K	Hold	433	–	–	﹤0.01%	711
2014 Q2	$31K	Hold	433	–	–	﹤0.01%	718
2014 Q1	$30K	Hold	433	–	–	﹤0.01%	734
2013 Q4	$31K	Hold	433	–	–	﹤0.01%	746
2013 Q3	$26K	Hold	433	–	–	﹤0.01%	760
2013 Q2	$25K	Buy	+433	New	+$25K	﹤0.01%	760