EXENCIAL WEALTH ADVISORS, LLC – Gartner, Inc. Transaction History
EXENCIAL WEALTH ADVISORS, LLC portfolio value:
$6.57M
portfolio value
EXENCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
+14.42%
quarter
Gartner, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.63% | -393 shares | 733K | $276.69 | 23.77K |
| Q2 2022 | share | Decrease | -5.10% | -1.3K shares | -1.73M | $241.83 | 24.16K |
| Q1 2022 | share | Decrease | -4.48% | -1.19K shares | -1.33M | $297.46 | 25.46K |
| Q4 2021 | share | Decrease | -21.19% | -7.17K shares | -1.36M | $332.8 | 26.66K |
| Q3 2021 | share | Decrease | -5.42% | -1.94K shares | 1.61M | $303.88 | 33.83K |
| Q2 2021 | share | Increase | +0.17% | 60 shares | 2.14M | $242.2 | 35.77K |
| Q1 2021 | share | Decrease | -3.44% | -1.27K shares | 594K | $182.55 | 35.71K |
| Q4 2020 | share | Increase | +10.32% | 3.46K shares | 1.73M | $160.19 | 36.98K |
| Q3 2020 | share | Increase | +9.93% | 3.02K shares | 488K | $124.95 | 33.52K |
| Q2 2020 | share | Increase | +6.66% | 1.90K shares | 853K | $121.33 | 30.49K |
| Q1 2020 | share | Increase | +5.43% | 1.47K shares | -1.33M | $99.57 | 28.59K |
| Q4 2019 | share | Increase | +3.21% | 843 shares | 422K | $154.1 | 27.12K |
| Q3 2019 | share | Decrease | -1.35% | -359 shares | -530K | $142.99 | 26.27K |
| Q2 2019 | share | Decrease | -3.83% | -1.06K shares | 86K | $160.94 | 26.63K |
| Q1 2019 | share | Decrease | -1.08% | -302 shares | 622K | $151.68 | 27.69K |
| Q4 2018 | share | Increase | +4.91% | 1.31K shares | -651K | $127.84 | 27.99K |
| Q3 2018 | share | Increase | +2.55% | 664 shares | 772K | $158.5 | 26.68K |
| Q2 2018 | share | Increase | +11.74% | 2.73K shares | 719K | $132.9 | 26.02K |
| Q1 2018 | share | Increase | +9.48% | 2.01K shares | 119K | $117.62 | 23.28K |
| Q4 2017 | share | Increase | 0.00% | 21.27K shares | 2.62M | $123.15 | 21.27K |