Wilkins Investment Counsel’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-4,947
| Closed | -$1.25M | – | 121 |
|
|
2025
Q4 | $1.25M | Sell |
4,947
-8,601
| -63% | -$2.07M | 0.18% | 72 |
|
|
2025
Q3 | $3.56M | Sell |
13,548
-1,960
| -13% | -$572K | 0.5% | 46 |
|
|
2025
Q2 | $6.27M | Buy |
15,508
+15
| +0.1% | +$6.28K | 0.89% | 36 |
|
|
2025
Q1 | $6.5M | Sell |
15,493
-240
| -2% | -$118K | 0.93% | 35 |
|
|
2024
Q4 | $7.62M | Sell |
15,733
-115
| -0.7% | -$59.3K | 1.1% | 34 |
|
|
2024
Q3 | $8.03M | Sell |
15,848
-910
| -5% | -$437K | 1.11% | 35 |
|
|
2024
Q2 | $7.53M | Sell |
16,758
-485
| -3% | -$216K | 1.12% | 34 |
|
|
2024
Q1 | $8.22M | Buy |
17,243
+878
| +5% | +$404K | 1.2% | 32 |
|
|
2023
Q4 | $7.38M | Sell |
16,365
-2,980
| -15% | -$1.19M | 1.8% | 28 |
|
|
2023
Q3 | $6.65M | Sell |
19,345
-50
| -0.3% | -$17.4K | 1.8% | 27 |
|
|
2023
Q2 | $6.79M | Sell |
19,395
-125
| -0.6% | -$40.7K | 1.78% | 28 |
|
|
2023
Q1 | $6.36M | Sell |
19,520
-125
| -0.6% | -$41.3K | 1.67% | 29 |
|
|
2022
Q4 | $6.6M | Hold |
19,645
| – | – | 1.74% | 28 |
|
|
2022
Q3 | $5.44M | Sell |
19,645
-500
| -2% | -$140K | 1.59% | 31 |
|
|
2022
Q2 | $4.87M | Sell |
20,145
-475
| -2% | -$126K | 1.29% | 34 |
|
|
2022
Q1 | $6.13M | Buy |
20,620
+265
| +1% | +$76.7K | 1.38% | 33 |
|
|
2021
Q4 | $6.8M | Sell |
20,355
-275
| -1% | -$88.4K | 1.5% | 31 |
|
|
2021
Q3 | $6.27M | Buy |
20,630
+7,825
| +61% | +$2.27M | 1.53% | 31 |
|
|
2021
Q2 | $3.1M | Buy |
12,805
+5,885
| +85% | +$1.29M | 0.76% | 37 |
|
|
2021
Q1 | $1.26M | Buy |
+6,920
| New | +$1.2M | 0.33% | 48 |
|
Other funds holding IT
IFP
VCM
VPM
