Gartner shares owned by True Wealth Design
Historical chart of True Wealth Design investment in Gartner
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All positions including Gartner held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Gartner by True Wealth Design
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $106k | 419 | 252.28 |
| 2025-09-30 | $42k | 160 | 262.88 |
| 2025-06-30 | $5.3k | 13 | 404.23 |
| 2025-03-31 | $2.9k | 7 | 419.86 |
| 2024-12-31 | $1.9k | 4 | 484.50 |
| 2024-09-30 | $50k | 98 | 506.77 |
| 2024-06-30 | $1.8k | 4 | 449.25 |
| 2024-03-31 | $1.4k | 3 | 477.00 |
| 2023-12-31 | $903 | 2 | 451.50 |
| 2023-09-30 | $688 | 2 | 344.00 |
| 2023-06-30 | $701 | 2 | 350.50 |
| 2023-03-31 | $652 | 2 | 326.00 |
| 2022-12-31 | $672 | 2 | 336.00 |