York Bridge Wealth Partners, LLC Gartner Inc Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

A detailed history of York Bridge Wealth Partners, LLC transactions in Gartner Inc stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 8,417 shares of IT stock, worth $4.4 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

8,417

Previous 8,990 6.37%

Holding current value

$4.4 Million

Previous $2.49 Million 13.75%

% of portfolio

0.72%

Previous 0.64%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 26, 2023	SELL	$278.33 - $356.43 $159,483 - $204,234	-573 Reduced 6.37%	8,417 $0
Q3 2022 Oct 18, 2022	BUY	$235.8 - $315.79 $31,597 - $42,315	134 Added 1.51%	8,990 $2.49 Million
Q2 2022 Jul 15, 2022	SELL	$224.07 - $310.01 $493,626 - $682,952	-2,203 Reduced 19.92%	8,856 $2.14 Million
Q1 2022 Apr 15, 2022	SELL	$257.51 - $323.41 $291,501 - $366,100	-1,132 Reduced 9.29%	11,059 $3.29 Million
Q4 2021 Jan 19, 2022	BUY	$301.06 - $339.69 $105,973 - $119,570	352 Added 2.97%	12,191 $4.08 Million
Q3 2021 Oct 22, 2021	BUY	$248.43 - $324.69 $131,171 - $171,436	528 Added 4.67%	11,839 $3.6 Million
Q2 2021 Jul 22, 2021	SELL	$186.6 - $243.19 $555,694 - $724,219	-2,978 Reduced 20.84%	11,311 $2.74 Million
Q1 2021 Apr 15, 2021	BUY	$151.58 - $187.41 $61,996 - $76,650	409 Added 2.95%	14,289 $2.61 Million
Q4 2020 Jan 19, 2021	BUY	$117.45 - $160.19 $74,580 - $101,720	635 Added 4.79%	13,880 $2.22 Million
Q3 2020 Oct 19, 2020	BUY	$118.16 - $134.19 $216,705 - $246,104	1,834 Added 16.07%	13,245 $1.66 Million
Q2 2020 Jul 20, 2020	BUY	$91.82 - $137.69 $209,808 - $314,621	2,285 Added 25.04%	11,411 $1.38 Million
Q1 2020 Apr 16, 2020	SELL	$83.24 - $163.85 $51,359 - $101,095	-617 Reduced 6.33%	9,126 $909,000
Q4 2019 Jan 17, 2020	BUY	$138.77 - $162.2 $17,485 - $20,437	126 Added 1.31%	9,743 $1.5 Million
Q3 2019 Oct 21, 2019	BUY	$126.49 - $171.04 $73,996 - $100,058	585 Added 6.48%	9,617 $1.38 Million
Q2 2019 Jul 18, 2019	BUY	$149.85 - $161.84 $4,495 - $4,855	30 Added 0.33%	9,032 $1.45 Million
Q1 2019 May 09, 2019	BUY	$123.19 - $151.68 $16,507 - $20,325	134 Added 1.51%	9,002 $1.37 Million
Q4 2018 Feb 14, 2019	SELL	$123.06 - $158.64 $189,635 - $244,464	-1,541 Reduced 14.8%	8,868 $1.13 Million
Q3 2018 Nov 14, 2018	BUY	$130.89 - $160.0 $30,366 - $37,120	232 Added 2.28%	10,409 $1.65 Million
Q2 2018 Aug 10, 2018	BUY	$115.06 - $138.47 $176,847 - $212,828	1,537 Added 17.79%	10,177 $1.35 Million
Q1 2018 May 15, 2018	BUY	$113.41 - $142.14 $220,695 - $276,604	1,946 Added 29.07%	8,640 $1.01 Million
Q4 2017 Feb 12, 2018	BUY	$115.99 - $125.6 $4,175 - $4,521	36 Added 0.54%	6,694 $859,000
Q3 2017 Oct 27, 2017	SELL	$116.92 - $128.32 $26,657 - $29,256	-228 Reduced 3.31%	6,658 $828,000
Q2 2017 Aug 14, 2017	BUY	N/A	6,886	6,886 $855,000

Others Institutions Holding IT

# of Institutions

952

Shares Held

68.5M

Call Options Held

59.8K

Put Options Held

30.1K

View Full List

About GARTNER INC

Ticker IT
Exchange NYSE
Sector Technology
Industry Information Technology Services
Shares Outstandng 79,093,904
Market Cap $41.4B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of York Bridge Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on York Bridge Wealth Partners, LLC with notifications on news.

Account

York Bridge Wealth Partners, LLC Gartner Inc Transaction History