A detailed history of Exencial Wealth Advisors, LLC transactions in Gartner Inc stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 648 shares of IT stock, worth $315,718. This represents 0.01% of its overall portfolio holdings.

Number of Shares
648
Previous 1,367 52.6%
Holding current value
$315,718
Previous $613,000 46.49%
% of portfolio
0.01%
Previous 0.02%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$441.32 - $516.47 $317,309 - $371,341
-719 Reduced 52.6%
648 $328,000
Q2 2024

Aug 12, 2024

SELL
$412.59 - $477.44 $11,552 - $13,368
-28 Reduced 2.01%
1,367 $613,000
Q1 2024

May 10, 2024

SELL
$425.37 - $483.11 $30,626 - $34,783
-72 Reduced 4.91%
1,395 $664,000
Q4 2023

Feb 13, 2024

SELL
$325.76 - $466.05 $83,394 - $119,308
-256 Reduced 14.86%
1,467 $661,000
Q3 2023

Nov 08, 2023

SELL
$326.85 - $374.04 $51,642 - $59,098
-158 Reduced 8.4%
1,723 $592,000
Q2 2023

Aug 10, 2023

SELL
$294.42 - $356.54 $5.66 Million - $6.85 Million
-19,216 Reduced 91.08%
1,881 $658,000
Q1 2023

May 02, 2023

SELL
$302.49 - $352.89 $621,616 - $725,188
-2,055 Reduced 8.88%
21,097 $6.87 Million
Q4 2022

Feb 14, 2023

SELL
$278.33 - $356.43 $173,399 - $222,055
-623 Reduced 2.62%
23,152 $7.78 Million
Q3 2022

Nov 08, 2022

SELL
$235.8 - $315.79 $92,669 - $124,105
-393 Reduced 1.63%
23,775 $6.58 Million
Q2 2022

Aug 11, 2022

SELL
$224.07 - $310.01 $291,291 - $403,013
-1,300 Reduced 5.1%
24,168 $5.85 Million
Q1 2022

May 12, 2022

SELL
$257.51 - $323.41 $307,724 - $386,474
-1,195 Reduced 4.48%
25,468 $7.58 Million
Q4 2021

Feb 10, 2022

SELL
$301.06 - $339.69 $2.16 Million - $2.44 Million
-7,171 Reduced 21.19%
26,663 $8.91 Million
Q3 2021

Nov 04, 2021

SELL
$248.43 - $324.69 $481,954 - $629,898
-1,940 Reduced 5.42%
33,834 $10.3 Million
Q2 2021

Aug 16, 2021

BUY
$186.6 - $243.19 $11,196 - $14,591
60 Added 0.17%
35,774 $8.66 Million
Q1 2021

May 06, 2021

SELL
$151.58 - $187.41 $192,658 - $238,198
-1,271 Reduced 3.44%
35,714 $6.52 Million
Q4 2020

Feb 11, 2021

BUY
$117.45 - $160.19 $406,494 - $554,417
3,461 Added 10.32%
36,985 $5.93 Million
Q3 2020

Nov 13, 2020

BUY
$118.16 - $134.19 $357,788 - $406,327
3,028 Added 9.93%
33,524 $4.19 Million
Q2 2020

Aug 17, 2020

BUY
$91.82 - $137.69 $174,825 - $262,161
1,904 Added 6.66%
30,496 $3.7 Million
Q1 2020

May 15, 2020

BUY
$83.24 - $163.85 $122,529 - $241,187
1,472 Added 5.43%
28,592 $2.85 Million
Q4 2019

Feb 14, 2020

BUY
$138.77 - $162.2 $116,983 - $136,734
843 Added 3.21%
27,120 $4.18 Million
Q3 2019

Nov 13, 2019

SELL
$126.49 - $171.04 $45,409 - $61,403
-359 Reduced 1.35%
26,277 $3.76 Million
Q2 2019

Aug 14, 2019

SELL
$149.85 - $161.84 $158,841 - $171,550
-1,060 Reduced 3.83%
26,636 $4.29 Million
Q1 2019

May 08, 2019

SELL
$123.19 - $151.68 $37,203 - $45,807
-302 Reduced 1.08%
27,696 $4.2 Million
Q4 2018

Feb 06, 2019

BUY
$123.06 - $158.64 $161,331 - $207,977
1,311 Added 4.91%
27,998 $3.58 Million
Q3 2018

Nov 05, 2018

BUY
$130.89 - $160.0 $86,910 - $106,240
664 Added 2.55%
26,687 $4.23 Million
Q2 2018

Aug 01, 2018

BUY
$115.06 - $138.47 $314,689 - $378,715
2,735 Added 11.74%
26,023 $3.46 Million
Q1 2018

May 09, 2018

BUY
$113.41 - $142.14 $228,634 - $286,554
2,016 Added 9.48%
23,288 $2.74 Million
Q4 2017

Feb 09, 2018

BUY
$115.99 - $125.6 $2.47 Million - $2.67 Million
21,272
21,272 $2.62 Million

Others Institutions Holding IT

About GARTNER INC


  • Ticker IT
  • Exchange NYSE
  • Sector Technology
  • Industry Information Technology Services
  • Shares Outstandng 79,093,904
  • Market Cap $38.5B
  • Description
  • Gartner, Inc. operates as a research and advisory company in the United States, Canada, Europe, the Middle East, Africa, and internationally. It operates through three segments: Research, Conferences, and Consulting. The Research segment delivers its research primarily through a subscription service that include on-demand access to published res...
More about IT
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